EH
EH

Enrique Hernandez

25 Years of Experience
El Paso, TX
BrokerSells Insurance

Enrique Hernandez is a registered investment advisor at Emerson Equity LLC, based in El Paso, TX, with 25 years of industry experience. Enrique is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 620 clients with $320M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
Number of Clients
620 clients
Average Client Portfolio
$519K average
Assets Under Management
$321.7M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable with a maximum fee of 2.5% charged annually (billed quarterly at up to 0.625% per quarter).

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

Preferred Wealth Management, LLC, 5959 Gateway West # 367, El Paso, TX, 79925

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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.

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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
February 2024 - Present · 2 yrs 8 mos
Emerson Equity LLC
February 2024 - Present · 2 yrs 8 mos
Independent Wealth Network, INC.
October 2017 - Present · 9 yrs
Previous Registrations
Brokers International Financial Services, LLC.Broker
October 2017 - December 2023 · 6 yrs 2 mos
Investment Advisors CORP
January 2015 - September 2017 · 2 yrs 8 mos
Broker Dealer Financial Services CORP.Broker
January 2015 - September 2017 · 2 yrs 8 mos
Centaurus Financial, INC.
August 2009 - December 2014 · 5 yrs 4 mos
Centaurus Financial, INC.Broker
August 2009 - December 2014 · 5 yrs 4 mos
AXA Advisors, LLC
January 2001 - August 2009 · 8 yrs 7 mos
AXA Advisors, LLCBroker
November 2000 - August 2009 · 8 yrs 9 mos
State Registrations6 states
ARCAFLNMTNTX
AdvisorBrokerBoth

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.
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