Esteban Hernandez is a registered investment advisor at Measured Strategies LLC, based in Ada, MI, with 13 years of industry experience. Esteban operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 13 clients with $26M 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 | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Rates shown are for Equity Focused Portfolios. Other strategies have lower rates: Mixed Allocation ranges from 0.19% to 1.13%, and Fixed Income Focused ranges from 0.10% to 0.60%.
Fee Estimator
Location
Ada, MI
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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 Activities
Esteban is a non-managing member of FH Investments LLC, a family investment partnership, since March 2022. He does not devote any time to this business.
Employment History
Current Registrations
Measured Strategies LLC
Previous Registrations
Avant-Garde Capital LLC
Wealthsource Partners, LLC
Bb&t Securities, LLC
Morgan Stanley
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.
Exams
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