CrossGen Wealth offers portfolio management tailored to client goals and risk tolerance, comprehensive financial planning covering various aspects like retirement, tax, and estate planning, and retirement plan consulting services. CGW may also select other advisors to manage client assets. CGW uses Raymond James & Associates for wrap fee programs, where fees include management, transaction costs, and administrative fees.
Fee Structure
CrossGen Wealth's portfolio management fees are individually negotiated with each client, based on a percentage of the assets they manage, and are generally subject to a maximum fee of 2%. In some cases, a minimum flat fee may be agreed upon, but it will not exceed the 2% maximum. Fees include expenses charged by third-party managers. Fees are deducted from the client's account quarterly in advance. Clients can terminate their advisory contract with written notice, and any prepaid fees will be prorated and refunded.