Jesse Hernandez
Jesse Hernandez is a registered investment advisor at Hernandez Financial, based in Sunnyside, WA, with 26 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 3 more. Their firm serves 96 clients with $19M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Investment management fees are negotiable depending on account size.
Fee Estimator
Location
451 South 6th Street, Sunnyside, WA, 98944
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 ActivitiesSells Insurance
Jesse works as an insurance agent selling insurance for various insurance carriers through W&R Insurance Agencies since 1999. This activity is investment-related.
Employment History
Current Registrations
Hernandez Financial
Previous Registrations
Waddell & Reed, INC.
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.