Luiz Azambuja is a registered investment advisor at Stonecrest Advisors, INC., based in Miami, FL, with 13 years of industry experience. Luiz 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
Miami, FL
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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.
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Luiz works as an investment advisor representative for Stonecrest Advisors, Inc. since October 2024. This is a full-time commitment during trading hours.
Employment History
Current Registrations
Stonecrest Advisors, INC.
Stonecrest Capital Markets, INC.
Stonecrest Capital Markets, INC.Broker
Previous Registrations
Insigneo Advisory Services, LLC
Insigneo Securities, LLCBroker
Capital Guardian Wealth Management, LLC
Kovack Securities INC.Broker
Riwm, LLC
Capital Guardian, LLCBroker
State Registrations2 states
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.