Fernandez Financial Advisory (FFA) provides financial planning and investment management services. Financial planning covers areas like setting financial goals, managing cash flow, tax planning, insurance review, education funding, retirement planning, and estate planning. FFA manages investments with the client's consent, primarily using mutual funds, exchange-traded funds, individual bonds, and CDs. FFA does not sell financial products on commission.
Assets Under Management$67M
Clients63
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$67M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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