Guillermo Hernandez
Guillermo Hernandez is a CFA-designated registered investment advisor at Precision Financial Services, based in Mine Hill, NJ, with 10 years of industry experience. Guillermo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 528 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PFS Partners offers investment management services with fees based on a percentage of the assets they manage. The annual fee is negotiable, up to 1.50%. The exact fee depends on factors like the representative assigned, the amount of assets, and the complexity of the account. PFS Partners also offers a wrap program with a single annual fee covering investment management, trade execution, custody, and reporting. This fee is also negotiable, up to 1.50%.
Location
350 Us Highway 46, Mine Hill, NJ, 07803
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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
Guillermo has a non-variable insurance DBA called Precision Financial Services Inc., selling fixed insurance products since 2015.
Employment History
Current Registrations
Precision Financial Services
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Summit Equities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.