Marina Hernandez is a CFP-designated registered investment advisor at Dynamic, based in Phoenix, AZ, with 11 years of industry experience. Marina 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 5,484 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dynamic's investment advisory fees can range up to 2.25% annually, depending on the investment strategy's complexity and the account size. Larger accounts or less complex strategies may have lower fees. More complex situations, like multiple investment objectives or aggressive growth strategies, may incur higher fees. Fees are negotiable and vary among financial advisors. Some advisors may establish minimum fees, potentially exceeding 2.25% annually. Clients with margin accounts are subject to fees on the additional assets resulting from the use of margin.
Location
2415 East Camelback Road, Suite 700, Phoenix, AZ, 85016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Marina owns and operates MHTax, a tax firm specializing in international tax issues, dedicating about 10-20% of her time. She also works as a continued education instructor and runs a free educational website for US expats and immigrants, spending additional time on these activities.
Employment History
Current Registrations
Dynamic
Previous Registrations
White Lighthouse Investment Management, INC.
State Registrations1 state
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