Cresta Advisors
Assets Under Management
$533.1M
Number of Clients
322
Number of Advisors
6
Average Client AUM
$1.7M
AUM per Advisor
$88.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cresta Advisors provides portfolio management services primarily to individuals, high net worth individuals, trusts, estates, corporations, endowments, non-profits and small businesses. They offer a wrap program with a single fee for investment advisory and brokerage execution services. They also offer ERISA retirement plan services for Plan Sponsors.
Fee Structure
Retirement plan services have a standard fee of 1.5% of assets under management or lower, which may be negotiable. Financial consulting services are billed at $250 per hour. Portfolio management services are offered as part of a wrap fee program. Please see our wrap fee brochure for additional details regarding our services and fees.
Areas of Practice
Location
2019 E. Del Mar Blvd., Suite 100, Laredo, TX, 78041