DS
Firm Information
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 Fees are paid monthly in advance and are withdrawn directly from the client's accounts.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.
Areas of Practice
Investment Management
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Advisor Information
Office location
Bayville, NJ
Get directionsRegulatory History (1)
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Customer Dispute
February 2024Settled
Other Business Activities
Deborah is an investment adviser at Stonecrest Advisors, dedicating about 10-20% of her time, including during trading hours. She also owns AKTT Financial Group LLC, which handles payroll and expenses, but this requires minimal time.
Employment History
Current Registrations
Stonecrest Advisors, INC.
October 2016 - Present · 9 yrs 3 mos
Stonecrest Capital Markets, INC.
September 2016 - Present · 9 yrs 4 mos
Stonecrest Capital Markets, INC.Broker
September 2016 - Present · 9 yrs 4 mos
Previous Registrations
Investment Advisors Asset Management, LLC
August 2008 - August 2016 · 8 yrs
Royal Alliance Associates, INC. Broker
November 2006 - August 2016 · 9 yrs 9 mos
Investment Advisors & Consultants, INC.Broker
September 2005 - December 2006 · 1 yr 3 mos
State Registrations12 states
AZCACTDEFLLAMENJNVNYOKPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.