Hunter Hernandez
Hunter Hernandez is a CFP-designated registered investment advisor at Chj Wealth Management, based in The Woodlands, TX, with 18 years of industry experience. Hunter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 286 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CHJ Wealth Management's investment management fee varies between 1.00% and 2.00% per year, depending on the amount you invest, the investment style, the complexity of your situation, and the type of services you need. Fees may be negotiable based on the amount you invest, related accounts, and the type of assets. The fee is calculated based on the value of your portfolio at the end of the previous quarter and is paid quarterly in advance.
Location
10200 Grogan'S Mill Road, Suite 430, The Woodlands, TX, 77380
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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 ActivitiesSells Insurance
Hunter is an investment advisor representative (IAR) with Carlton, Hofferkamp & Jenks Wealth Management, dedicating full-time hours to this role. He also works as an insurance agent, spending minimal time helping clients purchase term insurance.
Employment History
Current Registrations
Chj Wealth Management
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
LPL Financial Corporation
LPL Financial CorporationBroker
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.