Fernandez Wealth Management (FWM) provides portfolio management tailored to individual client goals, including investment strategy, asset allocation, and regular monitoring. FWM also offers pension consulting services, including identifying investment objectives and recommending money managers. Additionally, FWM provides financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. FWM primarily advises on mutual funds, fixed income securities, insurance products, equities, and ETFs.
Assets Under Management$51M
Clients105
Advisors2
Avg. per Client$480K
Avg. per Advisor$25M
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 | 1.50% |
| $500K+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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