Diego Lucatero is a registered investment advisor at Cresta Advisors, based in Laredo, TX, with 2 years of industry experience. Diego operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 333 clients with $790M 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 | 1.50% |
Standard fee schedule is up to 1.5% for asset allocation profiles and up to 0.65% for fixed income profiles. Fees may be negotiable.
Fee Estimator
Location
2019 E. Del Mar Blvd., Suite 100, Laredo, TX, 78041
Get directionsHistory
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 →Employment History
Current Registrations
Cresta Advisors
State Registrations1 state
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
More Advisors
- Oscar Lopez, CFPCommonwealth Financial Network
- Gilberto Bermea, CFPCommonwealth Financial Network
- Anabella Herbig, ChFCState Farm Investment Management CORP.
- Luis Guajardo, CFPKovack Advisors, INC.