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
6721 Academy Rd. Ne, Suite B, Albuquerque, NM, 87109
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
Danielle is a limited partner (2.5% ownership) in Comanche Creek Brewing Company, LLC, a family-owned microbrewery, dedicating a few hours per week. She is also an insurance agent selling health and life insurance (about 10-20% of her time) and a managing member of Cross State Tax & Financial, LLC (minimal time).