Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
1330 Post Oak Blvd., Suite 2100, Houston, TX, 77056
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Alfredo is a member of the Board of Directors for Magnolia School, an all-girls Catholic school, dedicating minimal time to this role. His duties involve attending quarterly meetings to discuss strategic issues related to the school.