About CROSSROADS PLANNING
CROSSROADS PLANNING is a financial advisory firm that focuses on helping individuals and families achieve their financial goals. With a team of experienced advisors, they provide personalized and comprehensive financial planning services to their clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning services
- Helps clients achieve their financial goals
- Empowers clients to make informed financial decisions
- Offers a holistic approach to financial planning
- Continuously monitors and adjusts financial plans to meet changing needs
Facts and Insights
According to a recent study by the Investment Company Institute, 57% of households in the United States own investments in securities such as stocks, bonds, or mutual funds. However, only 35% of these households consult with a financial advisor for guidance on managing their investments.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
As of January 2021, CROSSROADS PLANNING has $500 million in assets under management and a team of 10 experienced advisors. The firm has been in business for 15 years, providing financial planning services to individuals and families.
Financial Services Offered
CROSSROADS PLANNING offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
CROSSROADS PLANNING caters to a diverse clientele, including:
- High net worth individuals
- Retirees
- Young professionals
- Small business owners
- Family offices
- Non-profit organizations
Fees & Compensation
CROSSROADS PLANNING charges a fee for their services, which is based on a percentage of the assets under management. The firm operates on a fee-only model, which means they do not earn commissions for recommending specific investment products. This structure aligns the interests of the firm with those of their clients, ensuring that advisors only provide recommendations that are in the best interest of the client.
Background
CROSSROADS PLANNING was founded by John Smith, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. The firm’s team of advisors includes CFPs, Chartered Financial Analysts (CFA), and other industry experts with years of experience in financial planning and investment management.
Financial Advisor Disclosures to Know
In accordance with industry regulations, CROSSROADS PLANNING discloses any conflicts of interest or potential bias that may arise in their advisory services. These disclosures include any affiliations with investment firms and any potential conflicts of interest that may arise in their compensation structure. The firm is committed to transparency and providing unbiased advice to their clients.