About Gulf Point Advisors

What types of clients do you serve?


Our firm serves high net worth individuals and their families, businesses, and foundations to provide customized investment strategies, credit and lending advisory*, life transition planning and family wealth preservation strategies.

* Credit and lending services offered through dedicated third party partners.




What are your investment philosophies?


We believe in building customized investment portfolios that are tax efficient and cost effective with an eye towards generating high risk adjusted returns.




What type of service can your clients expect?


Our team is committed to accessibility and exceptional service. We’ve chosen to limit our client base so we can provide undivided attention. Coordinating with our clients’ tax, legal, and other outside advisors to ensure strategies are aligned is also integral to our process.




What methods are available to clients for moving funds in and out of their accounts?


Our clients have access to move money in and out of their accounts through an ACH, wire, or check transaction. We can set up automatic, reoccurring instructions as well.




What is your relationship with LPL Financial?


LPL Financial is our broker-dealer and Registered Investment Advisor custodian. As the nation’s largest independent broker/dealer*, they provide an integrated platform of technology, brokerage and investment advisory services to financial advisors.

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue




How are you compensated?


The majority of our business is investment management, which we charge a quarterly fee for based on the amount of assets under management. We believe that offering fee based management services best aligns our interests with our clients’ interests. Our advisors are also licensed insurance agents. From time to time, we may provide our clients with insurance-based products for which we earn a commission.





Compliance and Regulation

What types of clients do you serve?


Our firm serves high net worth individuals and their families, businesses, and foundations to provide customized investment strategies, credit and lending advisory*, life transition planning and family wealth preservation strategies.

* Credit and lending services offered through dedicated third party partners.




What are your investment philosophies?


We believe in building customized investment portfolios that are tax efficient and cost effective with an eye towards generating high risk adjusted returns.




What type of service can your clients expect?


Our team is committed to accessibility and exceptional service. We’ve chosen to limit our client base so we can provide undivided attention. Coordinating with our clients’ tax, legal, and other outside advisors to ensure strategies are aligned is also integral to our process.




What methods are available to clients for moving funds in and out of their accounts?


Our clients have access to move money in and out of their accounts through an ACH, wire, or check transaction. We can set up automatic, reoccurring instructions as well.




What is your relationship with LPL Financial?


LPL Financial is our broker-dealer and Registered Investment Advisor custodian. As the nation’s largest independent broker/dealer*, they provide an integrated platform of technology, brokerage and investment advisory services to financial advisors.

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue




How are you compensated?


The majority of our business is investment management, which we charge a quarterly fee for based on the amount of assets under management. We believe that offering fee based management services best aligns our interests with our clients’ interests. Our advisors are also licensed insurance agents. From time to time, we may provide our clients with insurance-based products for which we earn a commission.





© 2020 Gulf Point Advisors LLC

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SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GWM ADVISORS, A REGISTERED INVESTMENT ADVISOR. GWM ADVISORS and GULF POINT ADVISORS are separate entities from LPL Financial.

 

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: CO, FL, LA, KS, ME, MS, TN and TX.

GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.

* As reported in Financial Planning Magazine, June 1996-2016, based on total revenue.

** LPL Financial representatives offer access to trust services through The Private Trust Company N.A., an affiliate of LPL Financial