Giancarlo Fernandez
Giancarlo Fernandez is a registered investment advisor at Fendz Asset Management, INC., based in Coral Gables, FL, with 4 years of industry experience. Giancarlo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 56 clients with $14M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable. At their discretion, Fendz may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
232 Andalusia Ave, #202, Coral Gables, FL, 33134
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 ActivitiesSells Insurance
Giancarlo is insurance licensed in life, health, and annuities. This takes nearly full-time.
Employment History
Current Registrations
Fendz Asset Management, INC.
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.