Tasha Shadle is a registered investment advisor at Crossover Capital, based in Yardley, PA, with 21 years of industry experience. Tasha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 81 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crossover Capital's annual investment management fee, which includes financial planning, is based on the total value of assets in your account. The firm has an annual minimum fee of $10,000, which may be waived. The annual fee ranges up to 3% and is charged monthly in advance, based on the previous month-end value. Fees can be structured as a fixed percentage or a tiered schedule. For digital assets, there is a semi-annual performance fee subject to a hurdle rate ranging from 5% to 15% annually.
Location
113B Floral Vale Blvd, Yardley, PA, 19067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Crossover Capital
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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