Cross Financial Advisors provides investment management and financial planning services. Investment management includes advice on mutual funds, exchange-traded funds, variable annuities, real estate investment trusts, equities, and fixed income securities. Financial planning covers retirement, education, insurance, estate, cash flow, wealth accumulation, and tax planning. Hourly consulting services are also available. Cross Financial Advisors uses publicly available data, client's net worth, risk tolerance, goals, and third-party research to provide advice.
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.