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 operates as a financial advisory firm that has its headquarters in Austin, Texas. Stonecrest Advisors, Inc controls $28.8 million in assets under management across 77 customer accounts. It has a small team of 10 employees, including seven financial advisors. Stonecrest Advisors, Inc is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are defined as exchangable financial investments like options, stocks and bonds.

    Stonecrest Advisors, Inc administers all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes buy and sell choices for the client's account without needing the customer's approval. The company administers an average of $373,667 for every account. Under $100,000 of their financial planning investments were in securities, with under $100,000 placed in non-securities. The average financial advisor at Stonecrest Advisors, Inc manages around 11 client accounts, placing it among the more personalized advisor firms in the country.

    The firm's main office is at 300 West 6Th Street, Austin, Texas 78701. The firm is legally registered to provide services to customers throughout a number of states, including District of Columbia, Florida, New Jersey, New York, Pennsylvania and Texas.

    Assets Under Management

    $28.8 million

    Number of Advisors

    7

    Disclosures

    No

    Office Location

    300 West 6Th Street
    Austin, TX 78701

    Stonecrest Advisors, Inc by the Numbers

    Total Assets Under Management

    $28.8 million

    National Average: $9.0 billion
    Total Number of Employees

    10

    National Average: 71,771
    Total Number of Accounts

    77

    National Average: 4,329
    Average Account Size

    $373.7 thousand

    National Average: $2.1 million
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    Products and Services

    Stonecrest Advisors, Inc provides a variety of services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. In the last fiscal year, the company provided financial planning services to 1-10 of its clients. Stonecrest Advisors, Inc does not sell products or offer services other than investment advice to its investment advisory clients. It also has a number of financial industry affiliations, including with a broker-dealer or securities dealer and insurance company or agency.

    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 47% 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 21% 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

    Financial management fees usually depend on which services the firm provides the client. However, fee types billed by Stonecrest Advisors, Inc can include the following fee types: asset-based or fixed. The company participates in a wrap fee program, in which the company offers a service bundle for a comprehensive fee. The company is able to withdraw the charges directly from client funds.

    Available

    • Offered by 70% 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 33% 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 works 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 77 accounts, Stonecrest Advisors, Inc's biggest client type is retail investors, but it also caters to 15 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management 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). Just 1% of the company's clients are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 20.27%
    • Other Individuals - 74.32%
    • Corporations - 4.05%
    • Charitable Organizations - 1.35%

    * 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

    Antonio Bauza
    Miami, FL
    Rebecca Feliciano Beltran
    Austin, TX
    Adrian Fernandez
    Austin, TX
    Sean Miles Barbosa
    San Juan, PR
    David Weibel
    Austin, TX
    Jose Cubillo Gonzalez
    Austin, TX
    Roberto Pineda Castellvi
    San Juan, PR
    David Jones
    Austin, TX
    Michael Murphy
    San Antonio, TX

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