Giovanni Fernandez
Giovanni Fernandez is a registered investment advisor at Fernandez Wealth Management, based in Deland, FL, with 13 years of industry experience. Giovanni operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 105 clients with $51M 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 | 1.50% |
| $500K+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
Deland, FL
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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
Giovanni spends the majority of his time as a financial advisor with Fernandez Wealth Management and as an Associate Professor at Stetson University. He also sells insurance and annuities through KSI/KAI and hosts a podcast about financial planning and fitness.
Employment History
Current Registrations
Fernandez Wealth Management
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
State Registrations1 state
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