Francisco Hernandez
Francisco Hernandez is a registered investment advisor at Knights of Columbus Asset Advisors LLC, based in Floral Park, NY, with 11 years of industry experience. Francisco operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 6,094 clients with $31B 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 $25.0M | 0.70% |
| $25.0M - $50.0M | 0.65% |
| $50.0M - $75.0M | 0.55% |
| $75.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Schedule reflects Large Cap Core Equity standard fees. Other asset classes have different fee schedules ranging from 0.25% to 1.00%. Platform program fees range from 0.33% to 0.80% based on account type and household size.
Fee Estimator
Location
Floral Park, NY
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2000Other Business ActivitiesSells Insurance
Francisco is an insurance agent for Knights of Columbus since 2019, spending full-time on recruitment, training, and assisting clients with life insurance purchases. About half of this time occurs during securities trading hours.
Employment History
Current Registrations
Knights of Columbus Asset Advisors LLC
Previous Registrations
The O.N. Equity Sales CompanyBroker
Mwa Financial Services INC.Broker
Nylife Securities LLCBroker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
H.J. Meyers & CO., INC.Broker
Whale Securities CO., L.P.Broker
State Registrations1 state
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
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