Alfredo Tellez is a registered investment advisor at Gfs Advisors LLC, based in Houston, TX, with 30 years of industry experience. Alfredo 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 →Other Business Activities
Alfredo is a member of the Board of Directors for Magnolia School, an all-girls Catholic school, dedicating minimal time to this role. His duties involve attending quarterly meetings to discuss strategic issues related to the school.
Employment History
Current Registrations
Gfs Advisors LLC
Global Financial Services, L.L.C.Broker
Previous Registrations
Ipg Investment Advisors, LLC
Investment Placement GroupBroker
Gfs Advisors LLC
Global Financial Services, L.L.C.Broker
State Registrations9 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.