JG
CFA

Juan Carlos Cantu Gonzalez

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
10 advisors
Number of Clients
722 clients
Average Client Portfolio
$4.5M average
Assets Under Management
$3.3B

Fee Structure

Financial Planning:Included in AUM fee
Financial Plan Fee:$800

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
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

1330 Post Oak Blvd., Suite 2100, Houston, TX, 77056

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Juan is a self-published writer since 2013. He dedicates minimal time to this non-investment related activity.

Employment History
Current Registrations
Gfs Advisors LLC
March 2013 - Present · 12 yrs 10 mos
Global Financial Services, L.L.C.Broker
April 2007 - Present · 18 yrs 9 mos
Previous Registrations
Global Financial Services, LLC
July 2007 - August 2008 · 1 yr 1 mo
State Registrations17 states
AZCACODEFLGAKYMAMDMIMONCNYPATXVAWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Juan Carlos Cantu Gonzalez - Financial Advisor | AdvisorDiscover