Cross State Financial Group LLC
Assets Under Management
$166.8M
Number of Clients
432
Number of Advisors
9
Average Client AUM
$386K
AUM per Advisor
$18.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cross State Financial Group, LLC provides financial planning and portfolio management services. Financial planning covers budget analysis, income planning, risk management, estate planning, tax issues, retirement planning, and educational funding. Portfolio management involves creating individualized portfolios based on client objectives and risk tolerance, using model portfolios or customized strategies. They also recommend and monitor third-party investment advisers.
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
Location
6721 Academy Rd. Ne, Suite B, Albuquerque, NM, 87109