Gaston Guerrero
Gaston Guerrero is a registered investment advisor at Bbva Global Wealth Advisors, INC., based in Chula Vista, CA, with 21 years of industry experience. Gaston operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 660 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BBVA Global Wealth Advisors charges an annual fee based on the value of your investments. The fee is calculated as a percentage of the average daily balance of your account and billed quarterly.
Non-Discretionary Portfolio Advisory Services:
- Up to 2.00% on the first $1,000,000
- Up to 1.50% on amounts between $1,000,001 and $7,500,000
- Up to 0.90% on amounts over $7,500,001
If your account's average daily balance is between $250,001 and $499,999, the fee is 2.00%. There is a $5,000 minimum annual fee for accounts below $250,000.
Discretionary Portfolio Management Advisory Services:
- Up to 2.30% on the first $1,000,000
- Up to 1.80% on amounts between $1,000,001 and $7,500,000
- Up to 1.20% on amounts over $7,500,001
Location
Chula Vista, CA
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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
Gaston is on the board of directors for Classic4Kids, dedicating minimal time, and provides business consulting services, spending about 10-20% of his time. Neither activity is investment-related.
Employment History
Current Registrations
Bbva Global Wealth Advisors, INC.
Previous Registrations
Private Portfolio of San Diego
Private Portfolio, INC.Broker
Private Portfolio, INC.Broker
Private Portfolio of San Diego
Mercantile Capital Advisors, LLC
Insight Securities, INC.
Precise Investment Management, LLC
Insight Securities, INC.Broker
Investment Placement GroupBroker
The (wilson) Williams Financial GroupBroker
Serfin Securities,inc.Broker
State Registrations1 state
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.