Gilberto Paiz
Gilberto Paiz is a registered investment advisor at LPL Financial LLC, based in Kerrville, TX, with 27 years of industry experience. Gilberto is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
929 Barnett St, Kerrville, TX, 78028
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2009Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Gilberto is a managing member of Texas Hill Country Advisors LLC and an insurance agent selling fixed annuities, life/health, accident, and HMO insurance, dedicating full-time hours to insurance. He also participates in several non-profit and community organizations, dedicating minimal time to each.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Nbc Financial, INC.Broker
State Registrations9 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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