Jose Gonzalez is a registered investment advisor at Stonecrest Advisors, INC., based in San Jose, with 6 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 477 clients with $400M 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 | 2.00% |
Fees range from 0.50% up to 2.0% annually and are negotiable depending on individual client circumstances.
Fee Estimator
Location
San Jose
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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
Jose works as an associate lawyer focusing on criminal, financial, and securities law in Costa Rica, dedicating about a third of his time to this role. He is also the owner and principal executive officer of Inversso LLC, a registered investment advisor, spending minimal time on this activity.
Employment History
Current Registrations
Stonecrest Advisors, INC.
Inversso, LLC
State Registrations3 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.
Exams
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