HF
HF
Hernan Fonseca
31 Years of Experience
Tampa, FL
3 DisclosuresBroker
Hernan Fonseca is a registered investment advisor at Truist Advisory Services, INC., based in Tampa, FL, with 31 years of industry experience. Hernan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1974 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
500 N Westshore Blvd, Suite 500, Tampa, FL, 33609
Get directionsHistory
Regulatory History (3)
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Regulatory
August 2001Final
Customer Dispute
June 2001Settled
Employment Separation After Allegations
September 2000Employment History
Current Registrations
Truist Advisory Services, INC.
April 2025 - Present · 1 yr 6 mos
Truist Investment Services, INC.
April 2025 - Present · 1 yr 6 mos
Truist Investment Services, INC.Broker
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Symetra Securities, INC.Broker
April 2022 - March 2025 · 2 yrs 11 mos
Nationwide Investment Services CorporationBroker
October 2001 - March 2022 · 20 yrs 5 mos
Ohio Savings Securities, INC.Broker
November 1997 - September 2000 · 2 yrs 10 mos
Citicorp Investment ServicesBroker
December 1996 - December 1997 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1993 - November 1996 · 3 yrs 3 mos
State Registrations2 states
FLVA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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