Cross Financial Advisors is a registered investment advisor based in Beaverton, Oregon. The firm offers discretionary and non-discretionary investment management, financial planning, consulting, and access to various third-party portfolio management programs and institutional managers. Cross Financial Advisors tailors its services to individual goals, risk tolerances, and time horizons. The firm primarily invests in individual stocks, bonds, mutual funds, exchange-traded funds, and options, and may also recommend alternative investments or socially responsible strategies when appropriate. In addition to investment management, Cross Financial Advisors prepares written financial plans covering topics such as retirement, insurance, tax strategies, and education funding. The firm also provides consulting services for external assets like employer-sponsored retirement plans and variable insurance contracts, and maintains an affiliation with an accounting firm for tax planning services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum annual investment management fee is 2.50%. Fees are negotiable. Certain programs through LPL Financial have specific account minimums ranging from $5,000 to $250,000.