VG
CFA

Victor Manuel Villarreal Guerra

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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Employment History
Current Registrations
Gfs Advisors LLC
February 2008 - Present · 17 yrs 11 mos
Global Financial Services, L.L.C.Broker
March 2007 - Present · 18 yrs 10 mos
State Registrations8 states
AZCACOFLMINYOHTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Victor Manuel Villarreal Guerra - Financial Advisor | AdvisorDiscover