William Litchfield is a registered investment advisor at Crossgen Wealth LLC, based in Greenville, NC, with 22 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 127 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CrossGen Wealth's portfolio management fees are individually negotiated with each client, based on a percentage of the assets they manage, and are generally subject to a maximum fee of 2%. In some cases, a minimum flat fee may be agreed upon, but it will not exceed the 2% maximum. Fees include expenses charged by third-party managers. Fees are deducted from the client's account quarterly in advance. Clients can terminate their advisory contract with written notice, and any prepaid fees will be prorated and refunded.
Location
905 A Conference Drive, Greenville, NC, 27858
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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.
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William is a manager/member of Litchfield Farms LLC (agriculture/farming) since 2022 and a partner in WF Litchfield LLC (real estate) since 2022. He also owns rental real estate through WEL Properties since 2023; each activity requires minimal time.
Employment History
Current Registrations
Crossgen Wealth LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Lincoln Financial Distributors, INC.Broker
Planco Financial Services, LLCBroker
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.