Francisco Javier Landivar

Stonecrest Advisors, INC.

19 Years of Experience

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Firm Information

Stonecrest Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

19 advisors

Number of Clients

383 clients

Average Client Portfolio

$405K average

Assets Under Management

$155.3M

Fee Structure

Financial Planning:Investment management only

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 Fees are paid monthly in advance and are withdrawn directly from the client's accounts.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.

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Areas of Practice

Investment Management

Advisor Information

Office location

250 Munoz Rivera Avenue, San Juan, PR, 00918

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Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2024

Settled

Customer Dispute

February 2024

Pending

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Other Business Activities

Francisco is a member of a committee with management/supervisor functions for the Palmas del Mar Homeowners Association, a non-profit corporation. He serves as a community leader and participates beyond the meetings of the Board of Directors.