Guillermo Barrera
Guillermo Barrera is a registered investment advisor at Stellaris Wealth Management LLC, based in Houston, TX, with 5 years of industry experience. Guillermo 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.90% |
| $1.0M - $3.0M | 1.70% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.30% |
The annual fee is negotiable.
Fee Estimator
Location
12848 Queensbury Lane Ste 208, Houston, TX, 77024
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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 →Other Business Activities
Guillermo is an owner of Clinicore International LLC (since 2014) and managing partner of Clinicore Texas (since 2018), both medical research companies. He is also a partner in Vesalius Pharmaceuticals LLC and Vesalius Consulting Group LLC, dedicating minimal time to each.
Employment History
Current Registrations
Stellaris Wealth Management LLC
Aldwych Securities LLC
Aldwych Securities LLCBroker
Previous Registrations
Stellaris Wealth Management LLC
Edward Jones
Edward JonesBroker
State Registrations3 states
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