Advisor at Mori Huston Partners
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Firm
Mori Huston Partners
Location
Miami, FL 33131
Credentials
Series 63, Series 65
Industry experience
19 years
Maria Hernandez is a financial advisor at Mori Huston Partners with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with SunTrust Bank and SunTrust Investment Services since 2009. Mori Huston Partners is a fee-only registered investment adviser serving primarily high-net-worth individuals, including U.S. citizens and non-resident foreign nationals, as well as select pension and profit-sharing plans. The firm offers discretionary and non-discretionary portfolio management alongside wealth-planning services such as assistance with offshore companies and U.S. LLCs, focusing on individualized investment policies and active asset allocation with an emphasis on capital preservation and inflation-adjusted returns.
Based on Mori Huston Partners
Based on Mori Huston Partners
Based on Mori Huston Partners
Specific flat fees for additional services such as $500 p.a. for Trust Protector, $300 p.a. for offshore company record keeping, $300 setup and $250 p.a. for US LLC setup and maintenance, $250 p.a. for coordinating tax filings, and $500-$2,000 to set up wealth planning structures.
$0 - $1,000,000: 1.40% $1,000,000 - $2,000,000: 1.30% $2,000,000 - $5,000,000: 1.20% $5,000,000 - $10,000,000: 1.10% $10,000,000 - $25,000,000: 0.95% $25,000,000+: At request
Hourly consulting fees vary by client and service, agreed upon prior to engagement.
Account minimum: $500,000 Fee-only: Fees are negotiable and charged quarterly in arrears based on assets under management; no commissions charged.
1450 Brickell Avenue, Suite 2160
Miami, FL 33131
Florida
SunTrust bank
2009 - Present (17 years)
Suntrust Investment Services, Inc.
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 63, Series 65
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