Carl Fernandez is a CFA-designated registered investment advisor at Pruvise, based in Newport Beach, CA, with 2 years of industry experience. Carl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.75% |
| $15M+ | 0.50% |
Advisory fees are negotiable. Income (High Income Strategy) fees: $0-$5M: 0.75%, $5M-$15M: 0.65%, $15M-$50M: 0.50%. Fixed Income (Conservative Strategy) fees: $0-$15M: 0.25%, $15M-$50M: 0.15%.
Fee Estimator
Location
4695 Macarthur Ct, 1100, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pruvise
State Registrations1 state
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