Carlos Alberto Gonzalez
Advisor at GenTrust — Miami, FL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 65
Experience Industry experience
4 years
Location
Miami, FL 33131
GenTrust
Multi-team
Clients per advisor
12 Very LowAvg AUM per client
$18,988,289 Very HighHNW client ratio
90% Very HighCarlos Gonzalez is a financial advisor at GenTrust with four years of industry experience. He holds a Series 65 designation and has previously worked at Sunrun and MAXIMAI Investment Partners LLC. GenTrust is an SEC-registered investment adviser managing approximately $5.2 billion in assets for a focused client base that includes high-net-worth individuals, financial intermediaries, pooled investment vehicles, and institutional clients. The firm employs a multi-disciplinary investment process combining fundamental, technical, and macroeconomic analysis with risk management strategies and offers wealth management, financial planning, and concierge services.
Based on GenTrust
Based on GenTrust
up to 1.50% annually (base fee varies depending on assets and services)
Commissions earned by dually registered IAR on private placements and insurance products; GenTrust receives a portion of insurance commissions
Performance fee up to 35% of net profits for qualified clients, charged annually in arrears; incentive compensation to a principal tied to fixed income performance
Account minimum: $10 million Fee-only: Fixed fees for financial planning, consulting, and concierge services generally range from $1,000 to $150,000 per quarter, negotiable
Miami, FL
1450 Brickell Avenue, Suite 3050
Miami FL 33131
Advisors at this office
11
Florida
4 years of industry experience
GenTrust LLC
2023 - Present • 3 years
Miami, FL
Sunrun
2022 - 2023 • 1 year
Miami, FL
MAXIMAI Investment Partners LLC
2018 - 2022 • 4 years
Coral Gables, FL
UnEMPLOYED
2017 - 2018 • 1 year
Miami, FL
Nordica Inc.
2016 - 2017 • 1 year
Coral Gables, FL
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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