Mark Deutsch is a registered investment advisor at Cresta Advisors, based in Laredo, TX, with 21 years of industry experience. Mark 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, High Net Worth, and 4 more. Their firm serves 333 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard fee schedule is up to 1.5% for asset allocation profiles and up to 0.65% for fixed income profiles. Fees may be negotiable.
Fee Estimator
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.
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 Activities
Mark is a partner at Deutsch and Garza LTD DBA Cresta Advisors, an RIA firm, dedicating full-time hours. He is also a manager at D&G Management Co., LLC, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Cresta Advisors
Previous Registrations
Argentus Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.
Exams
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