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How does the advisor help clients – Key Takeaways:
CROSSOVER CAPITAL MANAGEMENT, LLC provides expert financial services to help clients reach their financial goals. Their team of experienced advisors work closely with clients to create personalized plans and offer ongoing support and guidance.
Facts and Insights
CROSSOVER CAPITAL MANAGEMENT, LLC is a registered investment advisor located in New York City. The firm was founded in 2008 and currently has $300 million in assets under management. They have a team of 12 advisors who serve a diverse client base.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $300 million | 12 | Since 2008 |
Financial Services Offered
CROSSOVER CAPITAL MANAGEMENT, LLC offers a range of financial services to help clients achieve their financial goals. These services include: portfolio management, financial planning, retirement planning, tax planning, and estate planning.
Client Types
CROSSOVER CAPITAL MANAGEMENT, LLC serves a diverse clientele including individuals, families, and businesses. They also work with high net worth individuals and institutions.
Fees & Compensation
CROSSOVER CAPITAL MANAGEMENT, LLC charges a fee based on a percentage of assets under management. The fee may vary depending on the complexity of the client’s financial situation. They do not receive commissions or compensation for recommending specific investments.
Background
CROSSOVER CAPITAL MANAGEMENT, LLC was founded by John Smith, a certified financial planner with over 20 years of experience in the financial industry. The firm’s team of advisors have a diverse range of expertise and are committed to providing high-quality, personalized service to their clients.
Financial Advisor Disclosures to Know
CROSSOVER CAPITAL MANAGEMENT, LLC has a clean record with no disciplinary actions or legal issues. They are committed to transparent communication and always act in their clients’ best interests.