Angelo Prieto
Angelo Prieto is a CFP-designated registered investment advisor at Global Financial Advisor I, LP, based in Lewisville, TX, with 21 years of industry experience. Angelo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $35M 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 | 0.50% |
Fee ranges from 0.15% to 0.50% depending on the balance and complexity of the portfolio. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
498 E. State Highway 121, Lewisville, TX, 75057
Get directionsHistory
Regulatory History (2)
Civil
March 1991Employment Separation After Allegations
February 1986Other Business Activities
Angelo is the President of Global Financial Services, Inc. and a trustee of its 401(k) plan, spending about a quarter of his time managing these entities' real estate investments and related functions. He also serves as a manager and CFO of National Indoor RV Centers, occupying the rest of his work time.
Employment History
Current Registrations
Global Financial Advisor I, LP
Previous Registrations
Global Financial Advisor I, LP
Global Financial Advisor I, LP
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.