Cresta Advisors provides investment management, financial consulting, and retirement plan services to individuals, high-net-worth clients, trusts, estates, and small businesses primarily in Texas and Mexico. Founded in 2013, Cresta Advisors offers a bundled portfolio management program where clients pay a single fee covering both advisory and trading execution services. In addition to portfolio management, Cresta Advisors offers financial consulting on an hourly basis and retirement plan consulting services for employer-sponsored retirement plans. The firm utilizes various analytical methods, including fundamental analysis, technical analysis, and Modern Portfolio Theory, to build and monitor client portfolios.
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.