Sergio Fernandez
Sergio Fernandez is a CFP-designated registered investment advisor at Bpm Wealth Advisors, LLC, based in San Francisco, CA, with 19 years of industry experience. Sergio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Insurance Planning, Retirement Planning. Their firm serves 59 clients with $270M 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 $1.0M | 1.75% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Investment management fees are negotiable and may vary based on the scope of services, duration of services, other relationships with the client, and the size of the client. A minimum of $500,000 in investable assets is generally required, but this may be waived.
Fee Estimator
Location
One California Street, Suite 2500, San Francisco, CA, 94111
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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
Sergio is a financial planner and investment manager for BPM Wealth Advisors, dedicating about a quarter of his time to this role. He also assists his father with Uhaul rentals, spending a few hours per week managing the dealer portal and receiving commissions as a 1099 contractor.
Employment History
Current Registrations
Bpm Wealth Advisors, LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Valmark Securities, INC.
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
VALIC Financial Advisors, INC.Broker
State Registrations13 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.