Robert Nevarez
South Coast Wealth Management

43 Corporate Park
Suite 201
Irvine, CA 92623

About South Coast Wealth Management

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
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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 , Investment Clubs , Individual Investors , Non-Profit Organizations


Services

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


Qualifications & Memberships

Insurance and Annuity Licenses:   Annuity , Life , Long Term Care , Variable Annuity , 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 and Fees

Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $50,000
Compensation Methods:   Based on Assets , Hourly , Flat Fee , Commissions
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


Robert Nevarez

Robert Nevarez

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

Communities Served

NV