Thomas Crossett
Thomas Crossett is a registered investment advisor at Pine Valley Investments, based in Marlton, NJ, with 24 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,809 clients with $2.2B 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 $2.0M | 1.80% |
| $2.0M - $20.0M | 1.50% |
| $20.0M - $100.0M | 1.20% |
| $100M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Location
10 E. Stow Rd., Suite 200, Marlton, NJ, 08053
Get directionsHistory
Regulatory History (2)
Regulatory
January 2020Employment Separation After Allegations
December 2018Other Business Activities
Thomas is a soccer coach at Council Rock High School North, dedicating a few hours per week to this non-investment related activity. He is also involved in a real estate "flipping" firm with high school friends.
Employment History
Current Registrations
Pine Valley Investments
Previous Registrations
Univest Investments, INC.Broker
Univest Investments, INC.
Girard Partners LTD.
Girard Capital, LLCBroker
Girard Partners LTD.
Girard Partners LTD.Broker
State Registrations2 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.