CrossGen Wealth, LLC offers personalized portfolio management, comprehensive financial planning, and retirement plan consulting to individuals, high-net-worth individuals, trusts, estates, and businesses. CrossGen Wealth builds portfolios aligned with each client's specific goals, risk tolerance, and time horizon, utilizing fundamental and technical analysis combined with a long-term investment strategy. In addition to direct portfolio management, CrossGen Wealth offers wrap fee programs through Raymond James & Associates, where outside managers may be selected to handle investments. Financial planning covers a broad range of topics including retirement, tax strategies, insurance reviews, estate planning through a digital platform called Wealth.com, cash flow analysis, and business succession planning. CrossGen Wealth operates as a registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Portfolio management fees are individually negotiated with each client based on a percentage of assets under management, up to a maximum fee of 2%. Wrap fee programs through Raymond James range from 0.75% to 2% annually.