Stephanie Hernandez
Stephanie Hernandez is a registered investment advisor at Bulman Wealth Group, based in Temecula, CA, with 2 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning. Their firm serves 556 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BWG's investment management fees are negotiable and vary depending on the sub-advisor or third-party money manager selected. The maximum annual fee is 1.75%. BWG uses Foundations Investment Advisors (FIA) and Brookstone Capital Management (BCM) as sub-advisors or third-party managers. FIA's maximum annual fees range from 1.40% to 1.50% depending on the amount invested. BCM's maximum annual fees are 1.50%. A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle.
Location
1 Better World Ste 230, Temecula, CA, 92590
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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
Stephanie works as an insurance agent for BWG Insurance Agency, selling insurance to clients as needed since March 2024. This takes a few hours per week, including some time during securities trading hours.
Employment History
Current Registrations
Bulman Wealth Group
State Registrations1 state
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