Advisor at Precision Financial Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Precision Financial Services
Location
East Amherst, NY
Credentials
CFA®, Series 66
Industry experience
10 years
Guillermo Aguilar Hernandez is a CFA® charterholder with 10 years of industry experience. He is currently with Precision Financial Services and PFS Partners, LLC, having previously worked at J.P. Morgan Securities LLC. Precision Financial Services serves individual investors, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations with portfolio management, financial planning, and retirement consulting. The firm employs a diversified investment approach that includes mutual funds, ETFs, equities, fixed income, options strategies, and allocations to independent managers and private funds.
Based on Precision Financial Services
Based on Precision Financial Services
Based on Precision Financial Services
Financial planning fixed fees generally range from $2,000 to $15,000
$0+: Negotiable up to 1.50% annually for non-wrap investment advisory services $0+: Negotiable up to 1.50% annually for wrap fee program
Clients may purchase commission products through representatives of Leigh Baldwin & Co.; commissions vary and no advisory fee is charged on these products
Hourly consulting fees range from $150 to $300
Account minimum: $20,000 Minimum fee: $3,000 annual minimum fee for Retirement Consulting Services Fee-only: Financial planning fixed fees generally range from $2,000 to $15,000; hourly rates range from $150 to $300 per hour
East Amherst, NY
New Jersey · New York
PFS Partners, LLC
2016 - Present (10 years)
Precision Financial Services, Inc.
2016 - Present (10 years)
Jpmorgan Securities LLC
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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