Gfs Advisors LLC
Assets Under Management
$3.3B
Number of Clients
722
Number of Advisors
10
Average Client AUM
$4.5M
AUM per Advisor
$326.9M
Compensation
Fee-Only (AUM)
About This Firm
GFS Advisors provides discretionary or non-discretionary investment management services. They tailor asset allocations based on client financial situations, goals, risk tolerance, and time horizon, using individual securities, mutual funds, and ETFs. Financial planning services are also available, with a one-time fee that may be waived. The firm is affiliated with broker-dealer Global Financial Services, LLC.
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
Location
1330 Post Oak Blvd., Suite 2100, Houston, TX, 77056