Sergio Fuente is a CFP-designated registered investment advisor at Personal Financial Partners, based in Chevy Chase, MD, with 7 years of industry experience. Sergio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 51 clients with $15M 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 $250K | 1.45% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
For clients who elect to obtain ongoing financial planning services, PFP charges a maximum annual fee of $5,000. This fee is separate and in addition to our wealth management percentage of assets under management fee and is negotiable as determined by PFP.
Fee Estimator
Location
5425 Wisconsin Ave, Suite 600, Chevy Chase, MD, 20815
Get directionsHistory
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 Activities
Sergio will be conducting educational seminars at the National Institute of Transitional Planning. This activity requires minimal time.
Employment History
Current Registrations
Personal Financial Partners
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations4 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.