Miguel Hernandez
Miguel Hernandez is a registered investment advisor at Coppell Advisory Solutions LLC, based in South Pasadena, CA, with 17 years of industry experience. Miguel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
729 Mission St. Suite 300, South Pasadena, CA, 91030
Get directionsHistory
Regulatory History (1)
Regulatory
December 2003Other Business ActivitiesSells Insurance
Miguel is involved in several business activities, including being a DJ, a notary public, and an independent agent for debt settlement and real estate. He also works as an independent sales representative for Legacy Full Circle Financial & Insurance Services, selling life insurance and annuities, and owns EFIS Financial & Insurance Services, where he sells various insurance products; these insurance activities take up a significant portion of his time.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Vanguard Capital
Vanguard CapitalBroker
World Group Securities, INC.Broker
State Registrations3 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.