Mark Deutsch
Advisor at Cresta Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cresta Advisors
Location
Laredo, TX 78041
Credentials
Series 63, Series 66
Industry experience
21 years
About
Mark Deutsch is a financial advisor at Cresta Advisors with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Deutsch & Garza Ltd dba Cresta Advisors since 2013. Outside of his advisory role, he is a partner and managing member in several mineral and real estate entities. Cresta Advisors is an SEC-registered investment adviser managing approximately $533 million in client assets. The firm serves individuals, high-net-worth households, trusts, estates, corporations, endowments, public entities, and retirement plan sponsors, primarily in Texas, California, and Mexico, using a combination of fundamental and technical analysis alongside Modern Portfolio Theory to construct and monitor portfolios.
Client services
Based on Cresta Advisors
Portfolio management
Pension consulting
Hourly financial consulting
Expertise
Based on Cresta Advisors
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Annuities
Fee options
$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
Location
2019 E. Del Mar Blvd., Suite 100
Laredo, TX 78041
Most active in
Mark D has reported serving >5 clients in these states in the last 12 months.
Texas
Work history
Deutsch & Garza Ltd dba/ Cresta Advisors
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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