Francisco Fernandez
Francisco Fernandez is a registered investment advisor at Pariter Wealth Management Group LLC, based in Guaynabo, PR, with 33 years of industry experience. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 36 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and based on the type of services needed, household assets under management, and portfolio size.
Fee Estimator
Location
243 Carretera #2, Guaynabo, PR, 00966-1915
Get directionsHistory
Regulatory History (2)
Customer Dispute
September 2006Customer Dispute
February 2004Other Business ActivitiesSells Insurance
Francisco is an insurance broker and owns CCR Development Group (soda concentrate manufacturing), Focal Point Media Corp (advertising services), and FJR Acquisition Corp (billboard real estate). He also works as an independent contractor for Romark Bioscience and is an advisory board member for The Phoenix Fund, dedicating a few hours per week to each.
Employment History
Current Registrations
Pariter Wealth Management Group LLC
Pariter Securities, LLCBroker
Previous Registrations
Pariter Wealth Management Group LLC
Pariter Wealth Management Group LLC
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations9 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.