Cresta Advisors, a distinguished investment advisory firm headquartered in Laredo, TX, is dedicated to providing exceptional financial guidance and personalized wealth management solutions. With a team of seven talented professionals, including six experienced investment advisors, Cresta Advisors delivers comprehensive services tailored to the unique needs of their diverse clientele.
Drawing on their extensive expertise, Cresta Advisors manages an impressive average of $27,090,000 in assets under management per investment advisor. Their compensation structure is designed to align with their clients' objectives, offering various options such as a percentage of assets under management, fixed fees, and hourly charges.
With a strong focus on discretion and trust, Cresta Advisors has cultivated a loyal client base, boasting over 120 individual clients and managing more than $348,467,000 in assets. While the firm primarily oversees discretionary assets, they also possess the capability to effectively manage employer funds, ensuring comprehensive financial strategies for businesses.
Cresta Advisors distinguishes itself through its local presence and commitment to exceptional service. With their sole office located in Laredo, TX, Cresta Advisors understands the unique financial landscape of the region and can provide tailored insights and strategies to navigate it successfully.
The firm prides itself on the expertise and dedication of its team, including renowned advisors such as Luis Guajardo, Manuel Garza, and Mark Deutsch, who bring a wealth of experience to their clients' financial journeys. With their unwavering commitment to excellence, Cresta Advisors remains a trusted partner for individuals and businesses seeking reliable investment advisory services in the Laredo area and beyond.