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Agustin Hernandez

Manhattan Wealth Management Group
25 Years of Experience
New York, NY
6 DisclosuresBroker
View SEC Summary
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Agustin Hernandez is a registered investment advisor at Manhattan Wealth Management Group, based in New York, NY, with 25 years of industry experience. Agustin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 5 more. Their firm serves 319 clients with $150M in assets under management.

Manhattan Wealth Management Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
319 clients
Average Client Portfolio
$480K average
Assets Under Management
$153.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $750K1.35%
$750K - $1.0M1.15%
$1.0M - $5.0M1.00%
$5M+0.85%

The schedule states maximum annual fees; specific fees are negotiated between the client and the investment adviser representative. Accounts may be householded where permitted.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

370 Lexington Ave, Rm 1512, New York, NY, 10017

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History

Regulatory History (6)
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Judgment / Lien
August 2021
Judgment / Lien
December 2020
Judgment / Lien
December 2019
Judgment / Lien
August 2018
Judgment / Lien
April 2018
Customer Dispute
September 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Agustin operates under the DBA Manhattan Wealth Management Group for his LPL business since 2019. This investment-related activity takes about 10-20% of his time.

Employment History
Current Registrations
Manhattan Wealth Management Group
June 2026 - Present · 4 mos
LPL Financial LLC
March 2024 - Present · 2 yrs 7 mos
LPL Financial LLCBroker
April 2011 - Present · 15 yrs 6 mos
Previous Registrations
Mpwm Advisory Solutions LLC
September 2021 - March 2024 · 2 yrs 6 mos
Private Advisor Group, LLC
October 2012 - September 2019 · 6 yrs 11 mos
LPL Financial LLC
April 2011 - March 2013 · 1 yr 11 mos
Chase Investment Services CORP.
December 2002 - April 2011 · 8 yrs 4 mos
Chase Investment Services CORP.Broker
December 2002 - April 2011 · 8 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2001 - December 2002 · 1 yr 9 mos
State Registrations3 states
CANJNY
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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