Erick Fernandez is a registered investment advisor at Corepath Wealth Partners LLC, based in Los Angeles, CA, with 3 years of industry experience. Erick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 230 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CorePath's investment management fee ranges from 0.25% to 1.50% annually, based on the complexity of services, assets managed, reporting requirements, and the overall relationship. Fees are paid quarterly in advance, based on the market value of the account at the end of the prior quarter. For assets managed through third-party platforms, no additional platform fees are charged.
Location
Los Angeles, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Corepath Wealth Partners LLC
Previous Registrations
Fidelity Brokerage Services LLCBroker
Charles Schwab & CO., INC.Broker
Vanguard Marketing CorporationBroker
State Registrations1 state
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