Antonio Gonzalez
Antonio Gonzalez is a registered investment advisor at Great Wealth Investments, based in Coral Gables, FL, with 26 years of industry experience. Antonio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 47 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable depending on factors such as the amount of assets under management, range of investments, and complexity of the client's financial circumstances. The firm offers Associated Persons and their family members a discount of up to 100% of advisory fees.
Fee Estimator
Location
One Alhambra Plaza, Floor Ph, Coral Gables, FL, 33134
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Antonio is a non-equity partner at Silverbear Capital, Inc. involved in mergers and acquisitions sourcing, dedicating minimal time. He is also a managing member of Great Wealth Consultants LLC, focusing on business strategy development for mid-size businesses, taking about 10-20% of his time, and runs Great Wealth Insurance LLC, where he is licensed to sell and service insurance products, also taking about 10-20% of his time.
Employment History
Current Registrations
Great Wealth Investments
Previous Registrations
Apex Clearing CorporationBroker
Penson Financial Services, INC.Broker
Ridge Clearing & Outsourcing Solutions, INC.Broker
Quick & Reilly, INC.Broker
Park Avenue Securities LLCBroker
Dalton Kent Securities Group, INC.Broker
Iar Securities CORP.Broker
State Registrations2 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.