Claudio Neto is a registered investment advisor at Gfg Solutions, based in Orlando, FL, with 15 years of industry experience. Claudio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 330 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fee for Fixed Income only accounts is 0.50%. An additional 0.25% fee applies to held away accounts. GFG Solutions charges a fixed management fee of 1% for our leveraged equity portfolios. For qualified clients meeting SEC requirements under Rule 205-3, a year after account opening, in addition to the 1% fixed fee, GFG Solutions also charges a 20% performance fee (net of the 1% fee) on carried interest above a 15% minimum internal rate of return (IRR) hurdle. Fees can be waived, in whole or in part, for clients who are members of the family or friends. In certain other circumstances, fees and account minimums are negotiable and therefore, fees can vary from client to client. In addition, Fees for special circumstances may be offered at a reduced rate.
Fee Estimator
Location
150 N. Orange Street, Suite 340, Orlando, FL, 32801
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2022Customer Dispute
January 2020Customer Dispute
November 2018Other Business ActivitiesSells Insurance
Claudio is a sales agent for life insurance since 2020, and president/member of several companies including GFG Consulting, PGW Partners LLC (real estate holding), GFG Payroll LLC, GG Investments LLC (real estate investments), GG Group Ventures LLC (consulting), and GFG Benefits LLC (employee group benefits); he also owns Offline Brands LLC (fishing apparel/gear). These activities each take about 10-20% of Claudio's time.
Employment History
Current Registrations
Gfg Solutions
Previous Registrations
Gfg Solutions
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.