Andrew Hernandez is a registered investment advisor at UBS Financial Services INC., based in Houston, TX, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.
Location
4400 Post Oak Parkway, Suite 1700, Houston, TX, 77027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is a partner in NMAH 1, a real estate business, since September 2023. He is involved in hiring contractors, vetting lenders, and other activities related to real estate transactions.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Mdt Advisers, a Division of Federated Mdta LLC
Federated Global Investment Management CORP.
Federated Securities CORP.
Federated Investment Counseling
Federated Securities CORP.Broker
Edward Jones
Edward JonesBroker
Chase Investment Services CORP.Broker
State Registrations1 state
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