GFS Advisors charges an advisory fee based on the average monthly balance of assets in your account, payable quarterly. The specific fee depends on the assets in the account and whether the account is subject to performance-based fees. Clients may also incur fees charged by mutual funds or ETFs, as well as clearing-firm service charges. A one-time financial planning fee of $800 may be charged, but can be waived. All fees are negotiable and subject to final approval by GFSA.
1330 Post Oak Blvd., Suite 2100, Houston, TX, 77056
Get directionsGerardo works as an Investment Advisory Representative at GFS Advisors LLC since 2007. He spends about half his time managing advisory accounts.