Gonzalo Alonso is a CFP-designated registered investment advisor at Eagle Global Advisors LLC, based in Houston, TX, with 11 years of industry experience. Gonzalo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 366 clients with $3.1B 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 $2.0M | 1.00% |
| $2M+ | 0.60% |
Rates shown are for Domestic Securities. International Equities range from 1.0% to 0.70%. Energy Infrastructure Quality Core is 0.95%, Total Return is 1.25%, Renewables Infrastructure is 0.75%, and Business Development Company strategy is 0.75%. All fees and structures are negotiable.
Fee Estimator
Location
1330 Post Oak Boulevard, Suite 3000, 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.
Learn about disclosures →Employment History
Current Registrations
Eagle Global Advisors LLC
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Huckin Financial Group, INC.
Huckin Financial Group, INC.Broker
Park Avenue Securities LLCBroker
AXA Advisors, 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.
Exams
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