Stonecrest Advisors, INC.
Assets Under Management
$155.3M
Number of Clients
383
Number of Advisors
19
Average Client AUM
$405K
AUM per Advisor
$8.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Stonecrest Advisors, Inc. is a registered investment adviser based in Austin, TX, managing client accounts through a wrap fee program. Fees are tiered based on assets under management and are negotiable depending on client needs and complexity. The firm offers ongoing portfolio management services based on individual client goals and risk tolerance.
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 Fees are paid monthly in advance and are withdrawn directly from the client's accounts.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
Location
300 West 6th Street, Suite 1550, Austin, TX, 78701-4666