Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cross State Financial Group charges fixed or hourly fees for financial planning services. Fixed fees range from $600 to $5,000, depending on complexity. Hourly fees range from $100 to $275 per hour, with a two-hour minimum. Portfolio management and third-party adviser monitoring fees are based on assets under management, as detailed in the fee table. The fees are negotiable based upon the size of the account. The Michigan Branch has a different fee schedule. Our monitoring fee combined with the Third-Party Adviser’s management fee will not exceed 2.00% per year.
Areas of Practice
Advisor Information
Office location
430 E. Southern Ave., Tempe, AZ, 85282
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an agent with Ball Financial Group since 1990, involved in insurance sales and service, and also sells non-variable insurance. He is also a trustee for the Michael and Cecilia Ball Trust and president of Ball Financial Group, LLC focusing on estate planning, and a member of A to Z Stamps, LLC.