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 (1)
Regulatory
January 1985Other Business ActivitiesSells Insurance
Steven works as an independent contractor/enrolled agent for Cross State Tax & Financial, LLC, dedicating about 10-20% of his time to assisting tax preparers and preparing tax returns since 2022. Since 1993, he has also worked as an insurance agent, spending a few hours per week on sales and service of fixed insurance, long-term care, medical, Medicare supplements, and final insurance needs.