Hernandez Financial provides financial planning, including tax, insurance, retirement, and estate planning. They also manage client portfolios, considering factors like employment, cash reserves, retirement goals, risk tolerance, and volatility. Hernandez Financial uses stocks, bonds, mutual funds (including ETFs), and government securities. They tailor their services to meet individual client needs through consultations and analysis of current investments.
Assets Under Management$19M
Clients96
Advisors1
Avg. per Client$190K
Avg. per Advisor$19M
www.fee-planner.com ·www.hernandezfinancialplanning.com ·www.facebook.com/profile.php?id=100070359845794
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Investment management fees are negotiable depending on account size.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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