Ankit Palan
Ankit Palan is a registered investment advisor at Cross Financial Advisors, based in Beaverton, OR, with 10 years of industry experience. Ankit 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 1,932 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cross Financial Advisors offers investment management services where fees are based on the amount invested. The maximum fee is 2.5% of the amount invested. The specific fee is negotiated based on account size, management style, complexity of holdings, investment type, management strategy, and the expected amount of time and effort required.
Location
16100 NW Cornell Road #240, Beaverton, OR, 97006
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ankit operates several DBAs for his LPL business and provides investment advisory services through Cross Financial Advisors, LLC, dedicating a significant amount of time to these activities. He also sells non-variable insurance through Good Life Insurance, spending a few hours per week on this.
Employment History
Current Registrations
Cross Financial Advisors
LPL Financial LLCBroker
Previous Registrations
Foresters Financial Services, INC.Broker
State Registrations4 states
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