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Frank Crosby

12 Years of Experience
Detroit, MI

Frank Crosby is a registered investment advisor at Jamerson-Crosby Investment Advisors LLC, based in Detroit, MI, with 12 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5 clients with $800K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
5 clients
Average Client Portfolio
$160K average
Assets Under Management
$800K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.50%
$500K - $1.0M0.75%
$1.0M - $2.5M1.00%
$2.5M+1.50%

Fees are not negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Detroit, MI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Frank is a research scientist with the U.S. Department of Defense at the Naval Surface Warfare Center. This is a full-time position.

Employment History
Current Registrations
Jamerson-Crosby Investment Advisors LLC
November 2013 - Present · 12 yrs 6 mos
State Registrations1 state
MI
Advisor

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
No exam information available for this advisor.
Frank Crosby - Financial Advisor | TrueAdvisor