Gino Serafini is a registered investment advisor at Stonecrest Advisors, INC., based in Carcas, with 6 years of industry experience. Gino 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
Centro Financiero Madrid, Nest Coworking, Oficina Q, Piso 1, Las Mercedes, Carcas
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Stonecrest Advisors, INC.
Previous Registrations
Tigress Financial Partners, LLCBroker
Citi International Financial Services LLCBroker
State Registrations1 state
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