Esteban Hernandez is a registered investment advisor at Measured Strategies LLC, based in Ada, MI, with 18 years of industry experience. Esteban operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 12 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Measured Strategies manages your investment portfolio for a fee based on the types of assets in your portfolio. The fee is calculated daily and deducted monthly. There are three portfolio asset allocation strategies, each with its own fee schedule:
- Fixed Income Focused Portfolio:
- $0 - $500,000: 0.60%
- $500,001 - $1,000,000: 0.40%
- $1,000,001 - $2,000,000: 0.30%
- $2,000,001 - $5,000,000: 0.20%
- Above $5,000,000: 0.10%
- Mixed Allocation Portfolio:
- $0 - $500,000: 1.13%
- $500,001 - $1,000,000: 0.75%
- $1,000,001 - $2,000,000: 0.56%
- $2,000,001 - $5,000,000: 0.38%
- Above $5,000,000: 0.19%
- Equity Focused Portfolio:
- $0 - $500,000: 1.50%
- $500,001 - $1,000,000: 1.00%
- $1,000,001 - $2,000,000: 0.75%
- $2,000,001 - $5,000,000: 0.50%
- Above $5,000,000: 0.25%
Location
Ada, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Bb&t Securities, LLCBroker
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.Broker
Allstate Financial Services, LLCBroker
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.