How does CROSS SHORE CAPITAL MANAGEMENT, LLC help clients – Key Takeaways:
CROSS SHORE CAPITAL MANAGEMENT, LLC is a financial management firm that focuses on providing personalized and comprehensive financial services to its clients. Its team of experienced advisors work closely with clients to develop and implement customized financial strategies to help them achieve their financial goals.
- As a trusted financial expert, CROSS SHORE CAPITAL MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of its clients.
- With a deep understanding of the financial market and personalized approach, the firm aims to help clients achieve financial stability and prosperity.
- CROSS SHORE CAPITAL MANAGEMENT, LLC values transparency and works closely with clients to educate them about their investments and financial strategies.
Facts and Insights:
CROSS SHORE CAPITAL MANAGEMENT, LLC is a registered investment advisor (RIA) that was founded in 2008. The firm currently manages over $500 million in assets under management (AUM). It has a team of 5 advisors and serves a diverse range of clients, including individuals, high net worth individuals, and corporations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 13 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
- Debt management
- Insurance analysis
Client Types:
- Individuals
- High net worth individuals
- Corporations
Fees & Compensation:
CROSS SHORE CAPITAL MANAGEMENT, LLC is a fee-only financial advisor, which means it charges a fee for its services and does not earn commissions or sell any financial products. The firm’s fees are based on a percentage of assets under management, with a minimum annual fee of $5,000.
Background:
The team at CROSS SHORE CAPITAL MANAGEMENT, LLC has a combined experience of over 50 years in the financial industry. The firm prides itself on its high level of expertise, professionalism, and commitment to providing exceptional service to its clients. The advisors at the firm hold various professional qualifications and certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know:
As a registered investment advisor, CROSS SHORE CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest to its clients. The firm has a fiduciary duty to always act in the best interests of its clients, and it adheres to the fiduciary standard of care. This means that the firm puts its clients’ interests above its own and fully discloses any potential conflicts of interest.
In addition, the firm has a clean record with no reported disciplinary actions or sanctions from any regulatory bodies.