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Edwardo Garcia

1 Year of Experience
Houston, TX

Edwardo Garcia is a registered investment advisor at Gmi Capital Partners, based in Houston, TX, with 1 years of industry experience. Edwardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$2.5M
Investment management only (planning not offered)

GMI Capital Partners manages investments for a private investment partnership. They charge a fixed management fee of 2% annually, paid quarterly in advance, based on the capital committed to the partnership. There is also a performance-based allocation equal to 20% of partnership profits after all investors have received their initial capital contributions and a 7% preferred return.

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Location

2800 Post Oak Blvd, Suite 5600, Houston, TX, 77056

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Gmi Capital Partners
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Gmi Capital Partners
May 2024 - December 2024 · 7 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Edwardo Garcia - Financial Advisor | TrueAdvisor