Gabriel Medina is a registered investment advisor at Realized Financal, INC., based in Houston, TX, with 16 years of industry experience. Gabriel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Real Estate Investing. Their firm serves 1 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.60% |
| $15.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees and account minimums are negotiable. Net asset value calculation begins in year two. A financial planning fee may be charged in lieu of ongoing advisory fees.
Fee Estimator
Location
Houston, TX
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 Activities
Gabriel owns a long-term rental property since 2012, dedicating minimal time to it. He also works as a DJ for Quiet Events since 2020, spending a few hours per week on this activity.
Employment History
Current Registrations
Realized Financial, INC.Broker
Realized Financial, INC.
Realized Financal, INC.
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
State Registrations51 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
More Advisors
- Lauren Smith, CFPConcurrent Investment Advisors, LLC
- Thomas Hunt, CFAEagle Global Advisors LLC
- Bernardo Fernandez, CFAGfs Advisors LLC
- Paraskevi Porsch, CFPCetera Investment Advisers LLC
- Matthew Nerz, CFA
- John Hinrichs, CFPCeltic Capital Corporation