Victor Hernandez
Victor Hernandez is a registered investment advisor at Bolton Global Asset Management, based in Miami, FL, with 20 years of industry experience. Victor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 7,365 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum fee is 2.50% of assets under management. Fees are negotiable.
Fee Estimator
Location
1441 Brickell Ave, Suite 1700, Miami, FL, 33131
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2024Other Business Activities
Victor owns four residential rental properties in Miami, Florida, dedicating a few hours per week to this activity. He is also an investment advisor representative with Bolton Global Asset Management, which is his full-time job.
Employment History
Current Registrations
Bolton Global Asset Management
Bolton Global Capital
Bolton Global CapitalBroker
Previous Registrations
Newera Wealth
M. S. Howells & CO.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Hsbc Securities (USA) INC.
Hsbc Securities (USA) INC.Broker
J.P. Morgan Securities INC.Broker
State Registrations5 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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