Claudette Soto is a registered investment advisor at Cresta Advisors, based in Laredo, TX. Claudette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 322 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Cresta Advisors offers a wrap fee program where you pay a single fee for investment management and trade execution. The fee is not based on the number of trades, but on the size of your account. The fee includes the cost of executing transactions, but does not cover SEC transaction fees. The fee is 1.5% or lower for asset allocation profiled and 0.65% or lower for fixed income profiled. Please see the wrap fee brochure for additional details.
Location
2019 E. Del Mar Blvd., Suite 100, Laredo, TX, 78041
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cresta Advisors
State Registrations1 state
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.