Advisor at Cresta Advisors
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Jeronimo Martinez is a financial advisor at Cresta Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at the Webb County Treasurer’s Office and International Business Advisors. Cresta Advisors manages approximately $533 million in client assets and serves individuals, high-net-worth households, trusts, estates, corporations, endowments, public entities, and retirement plan sponsors primarily in Texas, California, and Mexico. The firm employs a combination of fundamental and technical analysis, Modern Portfolio Theory, and targeted asset allocation to construct and monitor portfolios and offers both consulting and discretionary retirement plan management services.
Based on Cresta Advisors
Based on Cresta Advisors
$0+: 1.5% or lower for Retirement Plan Services (Discretionary 3(38) and Non-Discretionary 3(21) Fiduciary Services) $0+: 1.5% or lower for asset allocation profiled in wrap fee program $0+: 0.65% or lower for fixed income profiled in wrap fee program
$250 per hour for financial consulting services
Account minimum: $250,000
2019 E. Del Mar Blvd., Suite 100
Laredo, TX 78041
Texas
Cresta Advisors, Ltd.
2023 - Present (3 years)
Webb County Treasurers Office
2020 - 2023 (3 years)
International Business Advisors
2012 - 2020 (8 years)
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