William Pusey is a registered investment advisor at Crossgrain Family Investments, LLC, based in Henrico, VA, with 13 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 77 clients with $180M 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 | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Co-investment management services have a separate fee schedule consisting of a $100 annual administrative fee plus 0.75% on the first $500,000, 0.50% on the next $4.5 million, and 0.25% on amounts over $5 million.
Fee Estimator
Location
Henrico, VA
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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 the treasurer and secretary of Velpar Investments, Inc., a family investment company, and VP/Secretary of James River Investment Co., a family real estate company. He also serves as a board member for the Paul H Pusey Foundation and a member of the advisory board for Markel-Eagle Fund II, LP, dedicating minimal time to each activity.
Employment History
Current Registrations
Crossgrain Family Investments, LLC
Previous Registrations
Kimble Advisory, LLC
Keel Point, LLC
Keel Point Advisors, LLC
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.
Exams
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