Osmar Hernandez
Osmar Hernandez is a registered investment advisor at Strategic Advisers LLC, based in Scarsdale, NY, with 18 years of industry experience. Osmar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B 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 $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.
Fee Estimator
Location
Scarsdale, NY
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2022Other Business Activities
Osmar is an officer on the Scarsdale Ridge Cooperative Board of Directors, dedicating minimal time to maintaining the quality of life in the cooperative community. He also works part-time for Uber doing delivery, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Citizens Securities, INC.
Citizens Securities, INC.Broker
Morgan StanleyBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
Portfolio Advisors Alliance, INC.Broker
Allen PartnersBroker
J.P. Turner & Company, L.L.C.Broker
State Registrations9 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.