Cross State Financial Group provides financial planning and investment management services to individuals, high net worth individuals, charities, and retirement plans. They offer personalized portfolios based on client objectives and risk tolerance, using fundamental analysis and tactical asset allocation. Cross State Financial Group also recommends and monitors third-party investment advisors.
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.