Cleona Hernandez
Cleona Hernandez is a registered investment advisor at Greystone Financial & Estate Services, INC., based in Kirkland, WA, with 11 years of industry experience. Cleona operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 208 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greystone Financial & Estate Services charges an annual fee based on the value of your portfolio, ranging from 0.50% to 1.25%. The specific fee is determined by a tiered schedule in your advisory agreement. Fees are calculated monthly based on the market value of your account at the end of the prior billing period. The value of related accounts may be combined to determine the applicable fee percentage. Fees are paid directly from your account. Retirement plan consulting services are offered at fixed annual fees or as a percentage of assets under management (0.20% to 1.25%).
Location
6725 116th Avenue Ne, Suite 150, Kirkland, WA, 98033
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Greystone Financial & Estate Services, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Kms Financial Services, INC
Kms Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.