Jose Macouzet is a registered investment advisor at Gbm Wealth Management, INC., based in Houston, TX, with 26 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 460 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GBM Wealth's advisory fees typically equal 1% per year, but range from 0.25% to 1.5% annually. The specific fee will be outlined in the client’s advisory agreement. Fees are calculated daily using the net asset value of the account. The fee charged on cash or equivalent assets may be greater than the annualized yield on such assets. The fee schedule is inclusive of the fees paid to GBM Wealth and the respective sub-advisor and is subject to negotiation on a client-by-client basis at GBM Wealth’s discretion.
Location
2700 Post Oak Blvd, Suite 1110, 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.
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Jose owns Lunimac, LLC, a real estate property in Colorado, and is a passive equity owner in Nilumac LLC, a Mexican company investing in real estate, hospitality, and the travel industry. He spends minimal time on each of these activities.
Employment History
Current Registrations
Gbm Wealth Management, INC.
Gbm International, INC.
Gbm International, INC.Broker
Previous Registrations
Gbm Wealth Management, INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Illac Advisors, INC.
Gbm International, INC.Broker
State Registrations14 states
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