David Weibel is a registered investment advisor at Stonecrest Advisors, INC., based in Austin, TX, with 16 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 chairman and part owner of Stonecrest Partners of Puerto Rico, executive officer of Stonecrest Advisors and Stonecrest Capital Markets, partner at Stonecrest Investment Management (taking nearly full-time), and indirect owner of Winlo Management Group LLC. He holds various executive positions within investment-related firms.
Employment History
Current Registrations
Stonecrest Advisors, INC.
Stonecrest Capital Markets, INC.Broker
Previous Registrations
Clearview Trading Advisors, INC.Broker
Tejas Securities Group, INC.Broker
State Registrations7 states
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