Top financial advisors in Laredo, TX
We’ve curated a list of the best financial advisors in Laredo, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$339,685,732
Number of advisors
8 advisors
| $339,685,732 | 8 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Laredo, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Laredo. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Cresta Advisors
Cresta Advisors, Ltd. is a Registered Investment Adviser founded in 2013 by Partners Manuel Garza and Mark Deutsch. The firm specializes in providing portfolio management services primarily to clients in Texas, California, and Mexico, including individuals, high net worth individuals, trusts, estates, corporations, endowments, non-profits, and small businesses. Cresta Advisors offers customized investment advisory solutions through continuous personal client contact and discretionary investment management services. Their investment approach is based on the belief in efficient markets and asset allocation decisions determining returns. The firm operates a wrap fee program where clients pay a single fee for both investment advisory and brokerage execution services based on the size of the managed account(s). The minimum account opening balance is $250,000, with fees calculated quarterly based on the average daily balance. Cresta Advisors employs fundamental analysis, technical analysis, Modern Portfolio Theory, cyclical analysis, and targeted asset allocation in their investment strategies. Clients have the option for discretionary or non-discretionary asset management, with the firm providing ongoing monitoring, rebalancing, and regular client reviews. Cresta Advisors does not charge performance-based fees, and clients have the ability to impose restrictions on their accounts. The firm discloses potential risks associated with various investment strategies and products, ensuring transparency and client understanding.
$339,685,732 under management
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesHourly Financial Consulting
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Laredo, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Laredo. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.