South Coast Wealth Management | Financial Advisor in Irvine ,CA

43 Corporate Park
Suite 201
Irvine, CA 92623

About

To help individuals and families create, protect, and grow wealth and develop your personal financial vision.

20 Years of Experience


  • CRD# 4039930
  • Insurance License# OC93097
  • Series 3, 6, 7, 24, 53, 63, 65, 66

General Information
Firm Start Year:   1947
No.of Employees:   10-19
Insurance License#:   OC93097
Name of Broker/Dealer:   National Securities
Name of Custodial Firm:   National Securities
States Licensed in:   CA AZ AR CO IL IA MA NC OH SC NY FL
Number of Years with Current Firm:   2
Work Experience:   Wells Fargo - Merrill Lynch - Edward Jones - AIG
I work with the following types of clients:   Businesses , Individual Investors , Non-Profit Organizations , Investment Clubs


Services
Investment Types:   Exchange Traded Funds (ETFs) , Alternative Investments , Annuities , Mutual Funds , Options & Futures , Bonds , Stocks , Insurance , Commodities
I can meet clients in the following ways:   At my office , Via phone , At your office , At your home , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   Annuity , Life , Variable Annuity , Long Term Care , Variable Life
Financial Organization Memberships:   ALPFA
Non-Financial Organization Memberships:   Habitat for Humanity


Firm Information
Firm's Number of Clients:   500
Firm's Number of Planning Clients:   200
Firm's Number of Managed Clients:   400
Assets Managed by Firm:   $100,000,000
Advisor's Number of Clients:   60
Advisor's Number of Managed Clients:   10
Advisor's Number of Planning Clients:   40
Assets Managed by Advisor:   $15,000,000


Compliance
Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Commissions , Flat Fee , Hourly , Based on Assets
Fee % Based on Assets:   1.75
Hourly Rate:   $150
Flat Fee Rate:   $2,000
Additional Details on Charges:   Details provided upon request.
Minimum Fee Charged for Hourly Planning Accounts:   $500
Minimum Fee Charged for Flat Fee Accounts:   $500



FAQs

Robert Nevarez

Robert Nevarez

Life & Health; Long Term Care; Specify below, PFS

Communities Served

NV