TrueAdvisor
TrueAdvisor
Browse
Learn
Feedback
AG
AG
Alicia Maria Gonzalez
Frost Investment Services
17 Years of Experience
1 Disclosure
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Estate Planning
Financial Planning & Coaching
Frost Investment Services
Compensation
Fee-Only (AUM)
Firm Size
178 advisors
Number of Clients
3,179 clients
Average Client Portfolio
$936K average
Assets Under Management
$3.0B
Fee Structure
Minimum Investment:
$25K
Financial Planning:
Included in AUM fee
Investment Management
Planning
Loading...
Location
21011 Us Highway 281 N, San Antonio, TX, 78258
Get directions
History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Judgment / Lien
December 2019
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Frost Investment Services
January 2022 - Present · 4 yrs 1 mo
Frost Brokerage Services, INC.
May 2008 - Present · 17 yrs 9 mos
Frost Brokerage Services, INC.
Broker
May 2008 - Present · 17 yrs 9 mos
Previous Registrations
Frost Investment Services
October 2017 - December 2021 · 4 yrs 2 mos
State Registrations
1 state
TX
Advisor
Broker
Both
Exams
No exam information available for this advisor.