Anthony Hernandez
Anthony Hernandez is a registered investment advisor at L&s Private Wealth, LLC, based in Oklahoma City, OK, with 33 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
L&S Private Wealth charges an annual fee based on a percentage of your portfolio. This fee includes L&S's advisory fee (which is negotiable up to a maximum of 1.6%) and, if used, a non-negotiable fee for the model manager and platform. The specific fees are detailed in your investment advisory agreement and are paid quarterly, either in advance or arrears, depending on the custodian. The fee is based on the market value of your investments on the last day of the previous quarter.
Location
3030 NW Expressway, Suite 700, Oklahoma City, OK, 73112
Get directionsHistory
Regulatory History (4)
Judgment / Lien
April 2018Judgment / Lien
March 2016Customer Dispute
August 2015Customer Dispute
January 1999Other Business ActivitiesSells Insurance
Anthony is an insurance agent for Legacy Planning Partners, LLC since 2009, dedicating full-time hours to sales and service of insurance products. He is also an agent for Legacy & Succession since 2023, focusing on life insurance brokerage and spending about a quarter of his time.
Employment History
Current Registrations
L&s Private Wealth, LLC
Previous Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations2 states
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.