David Jones is a registered investment advisor at Stonecrest Advisors, INC., based in Austin, TX, with 10 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 383 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stonecrest Advisors manages investment portfolios for a fee based on a percentage of the assets in your account, ranging from 0.50% up to 2.0% annually. This fee covers portfolio management, transaction costs, and custodial costs. The fee is billed monthly in advance, based on the market value of assets on the last day of the previous month. The advisory fee is negotiable depending on individual client circumstances.
Location
300 West 6th Street, Suite 1550, Austin, TX, 78701-4666
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is the Treasurer/Secretary and part owner of Stonecrest Partners of Puerto Rico, an admin service company. He is also the President and COO of Stonecrest Advisors, an investment advisor, taking about half his time. Finally, David is an indirect owner of Winlo Management Group LLC, a broker-dealer, dedicating minimal time.
Employment History
Current Registrations
Stonecrest Advisors, INC.
Stonecrest Capital Markets, INC.Broker
State Registrations6 states
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