Forrest Means is a registered investment advisor at Cross State Financial Group LLC, based in Albuquerque, NM, with 5 years of industry experience. Forrest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 432 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cross State Financial Group charges an annual fee based on the value of your portfolio. The fee schedule varies depending on the size of your account and which branch manages it. For example, one fee schedule charges 1.50% on the first $100,000, while another charges 1.25% on the first $500,000. Fees are negotiable and may be lower if your household has multiple accounts.
Location
6721 Academy Rd. Ne, Suite B, Albuquerque, NM, 87109
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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 Activities
Forrest is an instructor at NCTI/AMR and Nor Cal Emergency Medical Training. This activity is not investment related and takes about 10-20% of his time.
Employment History
Current Registrations
Cross State Financial Group LLC
Previous Registrations
Financial Depot
State Registrations1 state
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.