Guillermo Hernandez
Guillermo Hernandez is a CFA-designated registered investment advisor at Precision Financial Services, based in Buffalo, NY, with 9 years of industry experience. Guillermo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 528 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee is negotiable up to 1.50% of assets under management. Available on a wrap or non-wrap fee basis.
Fee Estimator
Location
Buffalo, NY
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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
Guillermo has a non-variable insurance DBA called Precision Financial Services Inc., selling fixed insurance products since 2015.
Employment History
Current Registrations
Precision Financial Services
Previous Registrations
J.P. Morgan Securities LLC
State Registrations2 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.
Exams
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