Stonecrest Advisors, Inc

CRD#142095
Investment Advisor Firm

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Learn more about Stonecrest Advisors, Inc

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Stonecrest Advisors, Inc is located at 300 West 6th Street, Austin, TX. The firm employs 13 financial advisors to manage client portfolios and provide financial guidance. Stonecrest Advisors, Inc is not a registered broker-dealer.

    Stonecrest Advisors, Inc oversees $133.8 million in assets under management across 310 accounts, of which 191 are discretionary and 119 are non-discretionary. Over the past year, the firm has provided financial planning services to between 1 and 10 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The firm caters to retail investors, high net worth investors, pension plans, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at Stonecrest Advisors, Inc includes asset-based and fixed fees. The firm has 15 high net worth clients and maintains affiliations with a broker-dealer or securities dealer and an insurance company or agency.

    Stonecrest Advisors, Inc is registered in the states of District of Columbia, Florida, New Jersey, New York, Pennsylvania, and Texas.

    Assets Under Management

    $133.8 million

    Number of Advisors

    13

    Disclosures

    No

    Office Location

    300 West 6Th Street
    Austin, TX 78701

    Stonecrest Advisors, Inc by the Numbers

    Total Assets Under Management

    $133.8 million

    National Average: $8.6 billion
    Total Number of Employees

    14

    National Average: 64
    Total Number of Accounts

    310

    National Average: 375,227
    Average Account Size

    $431.6 thousand

    National Average: $23.0 thousand
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    Products and Services

    Stonecrest Advisors, Inc provides multiple services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. In the past financial year, Stonecrest Advisors, Inc provided financial planning services to 45301 of its accounts. It is not engaged in selling products or offering services other than investment advisory services to its investment advisory clients.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees charged by financial advisors typically vary depending on the type of services offered. Fees charged by Stonecrest Advisors, Inc can include any blend of the following fee types: asset-based or fixed. The company does participate in a wrap fee program, in which the company offers a service bundle for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company does business with a number of different investors. The company provides services to retail investors, high net worth investors, pension plans, charitable organizations, and corporations. Out of its 5 clients, Stonecrest Advisors, Inc's biggest client group by number of accounts is corporations, although it also caters to 15 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of at least $1,50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 4.84%
    • Other Individuals - 81.29%
    • Corporations - 12.9%
    • Charitable Organizations - 0.97%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Stonecrest Advisors, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Stonecrest Advisors, Inc

    Pedro Gonzalez Caldas
    San Juan, PR
    Adrian Fernandez
    Austin, TX
    Federico Cardona
    Austin, TX
    Antonio Bauza
    Miami, FL
    Jose Cubillo Gonzalez
    Austin, TX
    Sean Miles Barbosa
    San Juan, PR
    Rebecca Feliciano Beltran
    Austin, TX
    David Weibel
    Austin, TX
    Carlos Rodriguez De Gracia
    San Juan, PR

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