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
Stonecrest Advisors, Inc. is a registered investment adviser based in Austin, TX. They manage client accounts for a single wrap fee that includes portfolio management and brokerage costs. Fees are negotiable and range from 0.50% to 2.0% based on assets under management. They offer portfolio management services based on individual client goals and risk tolerance.
300 West 6th Street, Suite 1550, Austin, TX, 78701-4666