Jacy Hixon is a registered investment advisor at Crossroads Advisor Network LLC, based in Gig Harbor, WA, with 20 years of industry experience. Jacy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fee schedule is negotiable.
Fee Estimator
Location
Gig Harbor, WA
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Regulatory 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 Activities
Jacy is the President and co-owner of Advisor Systems Inc., a technology company for financial advisors, and Crossroads Advisor Network LLC, a registered investment adviser. Jacy also owns Spadoni Hill LLC (currently dormant) and provides bookkeeping services to two small businesses, dedicating minimal time to this activity.
Employment History
Current Registrations
Crossroads Advisor Network LLC
Directtrade Securities, LLCBroker
Previous Registrations
Crossroads Advisor Network LLC
Private Client Services, LLCBroker
Trutina Financial
Private Client Services, LLC
Private Client Services, LLCBroker
Symetra Investment Services, INC.
Symetra Investment Services, INC.Broker
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Trade-Well Discount Investing, LLC.Broker
First Allied Securities, INC.Broker
TD Waterhouse Investor Services, INC.Broker
Jack White & Company, INC.Broker
State Registrations4 states
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.