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Christo Zgourides

Advisor at Redfish Capital

Updated today

Firm

Redfish Capital

Location

Cypress, TX 77433

Credentials

Series 63, Series 66

Industry experience

20 years

About

Christo Zgourides is a financial advisor at Redfish Capital with 20 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Primerica Advisors, Guardian Life Insurance, and Comcast. Outside of his advisory role, he serves as a board member of AHEPA 29, Inc. Redfish Capital provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a variety of analytical methods and strategies tailored to client goals, managing accounts with full discretionary authority and offering ERISA plan support as a limited-scope 3(21) fiduciary.

Client services

Based on Redfish Capital

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Redfish Capital

General retirement planning Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Redfish Capital

Founder/Business Owner Executive

Fee options

Fixed

One-time financial planning flat fee between $250 and $5,000; ongoing financial planning flat fee up to $3,000 per month.

Percentage

$0 - $50,000: 2.00% annually $50,001 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 1.00% annually $3,000,001 - $5,000,000: 0.70% annually $5,000,001 - $10,000,000: 0.50% annually $10,000,001+: 0.35% annually

Project-based

Financial planning hourly fee up to $500 per hour.

Subscriptions

Ongoing financial planning services charged fixed fee up to $3,000 per month billed monthly in advance.

Other

Fee-only: Asset management fees billed monthly in advance based on assets under management; fees are negotiable.

Location

17302 House & Hahl Road Suite 215

Cypress, TX 77433

Most active in

Texas

Work history

Redfish Capital Management LLC

2026 - Present (1 year)

Primerica Advisors

2022 - 2026 (4 years)

Primerica Advisors

2021 - 2021 (1 year)

Primerica Advisors

2021 - 2021 (1 year)

Guardian Life Insurance

2020 - Present (6 years)

Comcast

2016 - 2020 (4 years)

Primerica Advisors

2000 - 2016 (16 years)

Guardian Life Insurance

2000 - 2016 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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