Cristian Chevres
Cristian Chevres is a registered investment advisor at Stonecrest Advisors, INC., based in San Juan, PR, with 6 years of industry experience. Cristian 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
1369 Ashford Ave, AC Hotel Mezzanine Level, San Juan, PR, 00907
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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 ActivitiesSells Insurance
Cristian is an insurance agent at Stonecrest Partners of Puerto Rico since 2022. He is also an Investment Adviser Representative at Stonecrest Advisors, Inc, dedicating a few hours per week. Additionally, Cristian does affiliate marketing for Capstone Health/Century Health, spending a few hours per week on marketing a FICA tax benefit plan.
Employment History
Current Registrations
Stonecrest Advisors, INC.
Stonecrest Capital Markets, INC.Broker
Previous Registrations
Popular Securities, LLCBroker
Oriental Financial Services LLCBroker
State Registrations1 state
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