CH
CH

Christopher Hernandez

9 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningSocially Responsible Investing
Compensation
Fee-Only (AUM)
Firm Size
89 advisors
Number of Clients
79,943 clients
Average Client Portfolio
$17K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:$100
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K0.85%
$250K - $1.0M0.80%
$1M+0.75%

Personal Advice fees are tiered. Market-Focused Robo Portfolios are 0.30% annually. Guided Advice is 0.50% annually. Cash-Enhanced Robo Portfolios and Invest Simply have no advisory fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

601 S. Tryon Street, Suite 100, Charlotte, NC, 28202

Get directions

History

Regulatory History
Clean regulatory record

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

Christopher is an Associate Specialist-Invest Services at Ally Invest Advisors, supporting both Ally Invest Securities and Ally Invest Advisors, dedicating about a quarter of his time. He is also a member of Better Books Advisor LLC, providing bookkeeping services, dedicating minimal time.

Employment History
Current Registrations
Ally Invest Advisors
November 2021 - Present · 4 yrs 3 mos
Ally Invest Securities LLCBroker
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2020 - August 2021 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2020 - August 2021 · 1 yr 4 mos
Jack Patterson & CO.
January 2020 - September 2020 · 8 mos
Wells Fargo Clearing Services, LLC
August 2017 - July 2019 · 1 yr 11 mos
Wells Fargo Clearing Services, LLCBroker
August 2017 - July 2019 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2015 - July 2017 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2015 - July 2017 · 1 yr 9 mos
Wells Fargo Advisors, LLCBroker
February 2012 - April 2012 · 2 mos
State Registrations2 states
FLNC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.