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 Fees are paid monthly in advance and are withdrawn directly from the client's accounts.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

Centro Financiero Madrid, Nest Coworking, Oficina Q, Piso 1, Las Mercedes, Carcas

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Stonecrest Advisors, INC.
March 2025 - Present · 10 mos
Previous Registrations
Tigress Financial Partners, LLC Broker
October 2017 - May 2022 · 4 yrs 7 mos
Citi International Financial Services LLCBroker
September 2012 - December 2013 · 1 yr 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Gino Serafini - Financial Advisor | AdvisorDiscover