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Joseph Amado Fernandez

Invenio Wealth Partners, LLC

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About Joseph Amado Fernandez

Joseph Amado Fernandez is a financial advisor with Invenio Wealth Partners, LLC, located in Coral Gables, Florida. Joseph has a strong background in financial services, having previously worked at Fieldpoint Private Securities, LLC and BNY Mellon, N.A. He is a Certified Financial Planner and holds the Series 65 license. Joseph focuses on providing financial planning and consulting services to a variety of clients, including high-net-worth individuals, families, and charitable organizations. His expertise includes portfolio management, financial planning, and wealth management.

Firm Information

Joseph Fernandez is currently registered with Invenio Wealth Partners, LLC. Invenio Wealth Partners, LLC is a registered investment advisor headquartered in Coral Gables, FL. The firm provides financial planning, portfolio management for individuals and businesses, and consulting services. Invenio Wealth Partners manages approximately $289.7 million in assets for a diverse clientele, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals.
Invenio Wealth Partners, LLC

4000 PONCE DE LEON BLVD.

CORAL GABLES, FL 33146

$289.69M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting

Consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning and consulting

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Joseph Fernandez’s Registration & Firm History

FL

04/16/2024 - Present

Invenio Wealth Partners, LLC (CORAL GABLES FL)

NY

11/17/2020 - 11/21/2022

FIELDPOINT PRIVATE SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 01/10/1994

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Amado Fernandez.
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