How does the advisor help clients – Key Takeaways:
CROSSTIMBERS CAPITAL GROUP, LLC provides a range of financial services to help clients achieve their financial goals. With a team of experienced advisors, they offer personalized and comprehensive solutions to meet the unique needs of each client. Their dedication to financial expertise and client satisfaction make them a reliable and trustworthy partner in wealth management.
Facts and Insights
Here are some key facts and insights about CROSSTIMBERS CAPITAL GROUP, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
CROSSTIMBERS CAPITAL GROUP, LLC offers a wide range of financial services to individuals, families, and businesses. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business succession planning
Client Types
CROSSTIMBERS CAPITAL GROUP, LLC works with a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Young professionals
- Families
Fees & Compensation
CROSSTIMBERS CAPITAL GROUP, LLC charges a percentage of assets under management as their fee. This fee falls within industry standards and is adjusted based on the size and complexity of the client’s portfolio. They do not receive any additional compensation or commissions from third-party sources, ensuring that their recommendations are always in the best interest of the client.
Background
CROSSTIMBERS CAPITAL GROUP, LLC was founded 15 years ago by a team of experienced financial professionals with a passion for delivering exceptional wealth management services. They have since earned a reputation for their expertise, client-centric approach, and commitment to long-term relationships.
Financial Advisor Disclosures to Know
As a registered investment advisor, CROSSTIMBERS CAPITAL GROUP, LLC is held to the fiduciary standard, which means they are legally obligated to always act in their clients’ best interests. This includes disclosing any potential conflicts of interest and always providing transparent and unbiased advice.
It is important for clients to be aware of any financial advisor disclosures. CROSSTIMBERS CAPITAL GROUP, LLC encourages clients to review their Form ADV, which is publicly available on the SEC’s Investment Adviser Public Disclosure (IAPD) website.