Forrest Means
Forrest Means is a registered investment advisor at Cross State Financial Group LLC, based in Citrus Heights, CA, with 6 years of industry experience. Forrest operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 406 clients with $190M 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 $50K | 1.50% |
| $50K - $100K | 1.50% |
| $100K - $500K | 1.35% |
| $500K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Rates reflect the firm's standard tiered schedule. Michigan branch uses a separate schedule ranging from 1.25% down to 0.75%. Fees are negotiable.
Fee Estimator
Location
Citrus Heights, CA
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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.
Exams
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