Christian Caraveo
Christian Caraveo is a registered investment advisor at Lonestar Registered Investment Advisors, PLLC, based in San Antonio, TX, with 3 years of industry experience. Christian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 979 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lonestar Registered Investment Advisors (LRI) works with Gradient Investments, LLC (GI) to manage your investments. The annual fee depends on the portfolio type:
- Strategic, Tactical, Allocation, and Defined Outcome Portfolios: 1.50% of your portfolio (GI receives 1.00%, LRI receives 0.50%)
- Preservation Portfolios: 1.00% of your portfolio (GI receives 0.60%, LRI receives 0.40%)
- Private Wealth Portfolios: 1.50% of your portfolio (GI receives 1.00%, LRI receives 0.50%)
- Client Directed Accounts: $300 flat fee (paid to GI)
A quarterly technology fee of $15 is also charged per account or investment strategy. These fees are negotiable.
Location
8700 Crownhill, #206, San Antonio, TX, 78209
Get directionsHistory
Regulatory 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 ActivitiesSells Insurance
Christian works as an insurance agent providing insurance sales and services through Lonestar Wealth Management since May 2022. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Lonestar Registered Investment Advisors, PLLC
Previous Registrations
Nylife Securities LLCBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.