DH
DH

Debbie Hernandez

4 Years of Experience
Hollywood, FL

Debbie Hernandez is a registered investment advisor at Robinson Global Investment Management LLC, based in Hollywood, FL, with 4 years of industry experience. Debbie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8 clients with $59M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
8 clients
Average Client Portfolio
$7.3M average
Assets Under Management
$58.7M

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fee is negotiable on a client-by-client basis depending on the size and complexity of the portfolio managed. A minimum annual fee of $2,000 will be billed to those accounts with portfolio values of $400,000 or less; however, RGIM retains the right to waive or reduce this minimum if circumstances are warranted.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Hollywood, FL

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Robinson Global Investment Management LLC
January 2022 - Present · 4 yrs 3 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.
Debbie Hernandez - Financial Advisor | TrueAdvisor