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Matthew Fernandez

LSF Capital LLC

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About Matthew Fernandez

Matthew Fernandez is an Investment Advisor Representative at LSF Capital LLC. Matthew has been in the financial industry since 2021. He holds a Series 65 license. Matthew's areas of specialization include retirement planning and investment strategies. Matthew works with individual investors and provides advisory services for portfolio management. He is also a Certified Financial Planner.

Firm Information

Matthew Fernandez is currently registered with LSF Capital LLC. LSF Capital LLC is a registered investment advisor with 2 licensed agents, 2 investment advisor representatives, and approximately $1,900,000 in regulatory assets under management. The firm provides portfolio management for individuals and selects other advisors. Their clients primarily consist of individuals other than high-net-worth individuals with 13 clients and $1,900,000 in assets under management.

$1.90M

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

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

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other

Referral-based compensation

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Matthew Fernandez’s Registration & Firm History

FL

03/08/2024 - Present

LSF Capital LLC (FORT LAUDERDALE FL)

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Licenses & Designations

IA

Issued 08/20/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Fernandez.
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