Enrique Hernandez is a registered investment advisor at Emerson Equity LLC, based in El Paso, TX, with 25 years of industry experience. Enrique operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 679 clients with $330M 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 | 2.50% |
| $1M+ | 2.25% |
Fees are negotiable. The Advisor, as a registered Broker-Dealer, also receives 12b-1 fees for certain mutual fund transactions.
Fee Estimator
Location
Preferred Wealth Management, LLC, 5959 Gateway West # 367, El Paso, TX, 79925
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
Enrique is involved in several outside business activities, primarily related to insurance and financial services. He dedicates minimal time to each activity, including selling various types of insurance and marketing advisory services.
Employment History
Current Registrations
Emerson Equity LLCBroker
Emerson Equity LLC
Independent Wealth Network, INC.
Previous Registrations
Brokers International Financial Services, LLC.Broker
Investment Advisors CORP
Broker Dealer Financial Services CORP.Broker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations6 states
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.