Rebecca Cross
Rebecca Cross is a registered investment advisor at Api Financial Advisors, LLC, based in Santa Barbara, CA, with 2 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 227 clients with $85M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Management fee is negotiable and no more than 1.95% annually. Clients also pay a 0.10% asset-based fee for trading costs.
Fee Estimator
Location
257 San Nicolas Ave, Santa Barbara, CA, 93109
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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
Rebecca is a director of recruiting for Quality and Independent Insurance Agent Services, offering individual and group insurance policies. This takes about a quarter of her time, with about 10-20% of her time spent during securities trading hours.
Employment History
Current Registrations
Api Financial Advisors, LLC
Previous Registrations
Secure Investment Management, LLC
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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