Claudia Reyes is a CFA-designated registered investment advisor at Gfs Advisors LLC, based in Houston, TX, with 17 years of industry experience. Claudia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 654 clients with $3.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Annual advisory fee may vary up to 1.50% of assets under management and is negotiable based on account size, services provided, related accounts, and household size. Performance-based fees of up to 1.15% are available to qualified clients. Optional consulting services add 0.15% to 0.30%.
Fee Estimator
Location
1330 Post Oak Blvd., Suite 2100, Houston, TX, 77056
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Regulatory 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 →Employment History
Current Registrations
Gfs Advisors LLC
Global Financial Services, L.L.C.Broker
Previous Registrations
Global Financial Services, L.L.C.Broker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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