Patricio Montemayor is a registered investment advisor at Gfs Advisors LLC, based in Houston, TX, with 4 years of industry experience. Patricio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 722 clients with $3.3B in assets under management.
Compensation
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Fee Structure
GFS Advisors offers investment management services with fees based on the value of your portfolio. There are three different fee schedules:
- Schedule A-1 (subject to performance-based fees): Fees range from 0.50% to 1.25% depending on the asset mix (equity only, fixed income only, or a combination) and the amount invested. Negotiable for accounts greater than $25 million. Additional performance fees may apply.
- Schedule A-2 (not subject to performance-based fees): Fees range from 0.50% to 1.25% depending on the amount invested.
- Schedule A-3 (negotiated): A negotiated fee, with a maximum of 1.50%.
Optional consulting and educational services can be added to Schedule A-2 for an additional 0.15% to 0.30%, which is negotiable.
Location
1330 Post Oak Blvd., Suite 2100, 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
Gfs Advisors LLC
Global Financial Services, L.L.C.Broker
State Registrations9 states
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