Gonzalo Rojas is a registered investment advisor at Gbm Wealth Management, INC., based in Houston, TX, with 1 years of industry experience. Gonzalo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 460 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
GBM Wealth's advisory fees typically equal 1% per year, but range from 0.25% to 1.5% annually. The specific fee will be outlined in the client’s advisory agreement. Fees are calculated daily using the net asset value of the account. The fee charged on cash or equivalent assets may be greater than the annualized yield on such assets. The fee schedule is inclusive of the fees paid to GBM Wealth and the respective sub-advisor and is subject to negotiation on a client-by-client basis at GBM Wealth’s discretion.
Location
2700 Post Oak Blvd, Suite 1110, Houston, TX, 77056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gbm Wealth Management, INC.
Gbm International, INC.Broker
State Registrations1 state
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