Kevin Chapman is a registered investment advisor at Crossover Capital Trading LLC, based in Germantown, WI, with 1 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $1.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crossover Capital Trading LLC charges 20% of the profits, paid out quarterly. This fee is negotiable based on the size of the client account. If a client is unable to meet the standards for this fee structure, the firm will charge 0.25% of the client account value each quarter (1% annually). Commissions are also charged by Interactive Brokers for the execution of the trades.
Location
Germantown, WI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Crossover Capital Trading LLC
State Registrations1 state
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