Longevity Wealth Management, led by Mario Hernandez, provides investment management and financial planning services. The firm primarily uses third-party managers, mutual fund firms, and insurance companies to manage client assets. They also offer financial planning services, including preparing financial programs based on clients' financial circumstances and objectives. Longevity Wealth Management also offers investments in variable and fixed index annuity products and may recommend investments in alternative investments.
Assets Under Management$27M
Clients44
Advisors1
Avg. per Client$600K
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee schedules are negotiable and are based on various factors including assets under advisement and the degree of customization. The total portfolio management services and third-party advisor fee will not exceed 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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