Marcus Hernandez
Marcus Hernandez is a registered investment advisor at Kestra Advisory Services, LLC, based in Poland, OH, with 20 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
Poland, OH
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Regulatory History (1)
Employment Separation After Allegations
January 2019Other Business ActivitiesSells Insurance
Marcus is the owner and financial advisor at Cabot Family Office, providing financial planning and investment advice, and an IAR at Kestra Advisory Services LLC, dedicating nearly all of his time to these activities. He also serves as the President of the board for Foundation Fuente De Amor, a non-profit, spending minimal time on this role.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Evolve Securities, INC.Broker
Evolve Investment Advisors
Fmsi Advisers
First Midwest Securities, INC.Broker
World Group Securities, INC.Broker
State Registrations10 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.