Christo Zgourides is a registered investment advisor at Redfish Capital, based in Cypress, TX, with 20 years of industry experience. Christo 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, Investment Management, and 2 more. Their firm serves 88 clients with $76M 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 $50K | 2.00% |
| $50K - $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are negotiable based on various criteria. Redfish also uses American Funds Service Company, which has a similar tiered fee structure. When using Sub-Advisors, the Client may pay additional fees depending on the Sub-Advisor, not to exceed an annual fee of 0.35%.
Fee Estimator
Location
17302 House & Hahl Road Suite 215, Cypress, TX, 77433
Get directionsHistory
Regulatory History (1)
Criminal
January 1997Other Business Activities
Christo sells products other than Guardian when Guardian is not a suitable option for his clients, dedicating minimal time to this activity. He also serves as a trustee for a family trust and is involved with the Cinco Ranch High School Band Booster Board, both requiring minimal time.
Employment History
Current Registrations
Redfish Capital
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations1 state
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.