Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Retirement plan services have a standard fee of 1.5% of assets under management or lower, which may be negotiable. Financial consulting services are billed at $250 per hour. Portfolio management services are offered as part of a wrap fee program. Please see our wrap fee brochure for additional details regarding our services and fees.
Areas of Practice
Advisor Information
Office location
2019 E. Del Mar Blvd., Suite 100, Laredo, TX, 78041
Get directionsRegulatory History
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 Activities
Mark is a partner at Deutsch and Garza LTD DBA Cresta Advisors, an RIA firm, dedicating full-time hours. He is also a manager at D&G Management Co., LLC, spending about 10-20% of his time on this activity.