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IH
CFP
IH
CFP

Ivan Hernandez

Omnia Family Wealth, LLC
31 Years of Experience
Aventura, FL
2 Disclosures
View SEC Summary
View SEC Summary

Ivan Hernandez is a CFP-designated registered investment advisor at Omnia Family Wealth, LLC, based in Aventura, FL, with 31 years of industry experience. Ivan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 164 clients with $990M in assets under management.

Omnia Family Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
164 clients
Average Client Portfolio
$6.1M average
Assets Under Management
$994.6M

Fee Structure

Minimum Investment:$5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $25.0M0.50%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.20%

Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

18851 NE 29th Avenue, Suite 400, Aventura, FL, 33180

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2009
Settled
Customer Dispute
June 2001
Dismissed
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Omnia Family Wealth, LLC
October 2015 - Present · 11 yrs
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2015 - July 2023 · 7 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2009 - September 2015 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2009 - September 2015 · 6 yrs 5 mos
UBS Financial Services INC.
January 1998 - May 2009 · 11 yrs 4 mos
UBS Financial Services INC.Broker
January 1998 - May 2009 · 11 yrs 4 mos
J. B. Hanauer & CO.Broker
July 1995 - January 1998 · 2 yrs 6 mos
State Registrations1 state
FL
Advisor

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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