Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stonecrest Advisors participates in a wrap fee program with fees ranging from 0.50% to 2.0% based on assets under management. These fees are negotiable depending upon the needs of the client and complexity of the situation. Fees are paid monthly in advance and are withdrawn directly from the client's accounts. Clients may terminate the contract with 30 days written notice.
Areas of Practice
Advisor Information
Office location
1369 Ashford Ave, San Juan, PR, 00907
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sean owns real estate through MMM Properties LLC, and manages real estate properties as President of PR Investors Group LLC and 526 La Merced LLC. He also works as an insurance agent for Stonecrest Partners of Puerto Rico, selling life, fixed, and variable annuities a few hours per week, and is an investment advisor for Stonecrest Advisors, Inc, dedicating about half of his time to this role.