Joseph Fernandez is a CFP-designated registered investment advisor at Invenio Wealth Partners, LLC, based in Coral Gables, FL, with 5 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 263 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.10% |
| $2.5M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $95.0M | 0.50% |
| $95M+ | 0.50% |
Minimum annual fee of $12,500. Fees may be negotiable based on account composition, complexity, and other relationships.
Fee Estimator
Location
4000 Ponce De Leon Blvd., Suite 415, Coral Gables, FL, 33146
Get directionsHistory
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 →Other Business Activities
Joseph is a volunteer board member for the Miami Dade College Foundation since 2019. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
Invenio Wealth Partners, LLC
Previous Registrations
Fieldpoint Private Securities, LLCBroker
Fieldpoint Private Securities LLC
State Registrations3 states
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