Johnny Hernandez
Johnny Hernandez is a registered investment advisor at Martinsen Wealth Management, based in Tempe, AZ, with 14 years of industry experience. Johnny operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 366 clients with $140M 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 | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.20% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
MWM combines the account values of family members living in the same household to determine the applicable advisory fee. MWM also reserves the right to reduce or waive fees at its discretion.
Fee Estimator
Location
7855 S. River Parkway, Suite 201, Tempe, AZ, 85284
Get directionsHistory
Regulatory History (1)
Financial
December 2024Other Business Activities
Johnny works as a driver for Lyft since June 2023, dedicating a few hours per week to driving passengers. This activity is not investment-related.