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 Fees are paid monthly in advance and are withdrawn directly from the client's accounts.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
300 West 6th Street, Suite 1550, Austin, TX, 78701-4666
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
David is the Treasurer/Secretary and part owner of Stonecrest Partners of Puerto Rico, an admin service company. He is also the President and COO of Stonecrest Advisors, an investment advisor, taking about half his time. Finally, David is an indirect owner of Winlo Management Group LLC, a broker-dealer, dedicating minimal time.