Clair Crossland
Clair Crossland is a ChFC-designated registered investment advisor at Lfs RIA, LLC, based in Dallas, TX, with 43 years of industry experience. Clair operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 28 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. Non-standard Assets are tolled at the Net Asset Value most recently stated by the fund sponsor.
Fee Estimator
Location
Dallas, TX
Get directionsHistory
Regulatory History (2)
Regulatory
June 2019Customer Dispute
February 2014Other Business ActivitiesSells Insurance
Clair is the President, Chief Compliance Officer, and Investment Advisory Representative at LFS RIA, LLC. Clair is also involved in fixed life, annuity, and disability sales, business and estate consulting, serves as a passive partner in KCM Partners, and serves as an expert witness in lawsuits regarding fixed insurance.
Employment History
Current Registrations
Lfs RIA, LLC
Previous Registrations
NFP Securities, INC.
NFP Securities, INC.Broker
Veravest Investment Advisors, INC.
Veravest Investments, INC.Broker
Financial Network Investment CorporationBroker
Fahnestock & CO., INC.Broker
Ifp, IncorporatedBroker
B.C. Christopher Securities CO.Broker
Goodman Securities, INC.Broker
Cardell & Associates, IncorporatedBroker
Penn Mutual Equity Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.