Kari Billette is a registered investment advisor at Cross Financial Advisors, based in Beaverton, OR, with 4 years of industry experience. Kari 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.
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Kari operates Lyda Financial as a DBA for her LPL business and is a notary. She also co-owns a concrete construction business with her husband, spending a few hours per week on administrative tasks such as paying bills and payroll.
Employment History
Current Registrations
Cross Financial Advisors
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations2 states
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