William Cathriner is a registered investment advisor at Gfs Advisors LLC, based in Houston, TX, with 29 years of industry experience. William 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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
Previous Registrations
Banorte Securities International, LTD.Broker
Banorte Asset Management, INC.
Actinver Wealth Management, INC.
Actinver Securities, INC.Broker
Salient Capital L.P.Broker
Salient Capital Advisors, LLC
Bbva Investments INC.Broker
Bbva Securities INC.Broker
Bbva Securities INC.Broker
Bbva Bancomer Securities International, INC.Broker
Amherst Securities Group, L.P.Broker
Tradescape.com Securities, LLCBroker
Momentum Securities, L.L.C.Broker
A I M Distributors, INC.Broker
John Hancock Funds, INC.Broker
Transamerica Fund Distributors, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
State Registrations25 states
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.