Advisor at Cross State Financial Group LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cross State Financial Group LLC
Location
Grand Haven, MI
Credentials
Series 66
Industry experience
13 years
Andrew Flack is a financial advisor with Cross State Financial Group LLC, holding a Series 66 designation and 13 years of industry experience. He has worked at Cross State Financial Group since 2016 and previously held roles at Carver Financial Services and Raymond James Financial Services. In addition to his advisory work, he is a licensed insurance agent. Cross State Financial Group serves individuals, charities, and retirement plans by providing financial planning, portfolio management, and oversight of third-party investment advisers. The firm combines fundamental analysis with tactical asset allocation, managing approximately $166.8 million in discretionary assets through a team of nine advisors across nine offices.
Based on Cross State Financial Group LLC
Based on Cross State Financial Group LLC
Fixed fee for comprehensive written financial plan ranging from $600 to $5,000 depending on complexity
$50,000 - $100,000: 1.50% per year $100,000 - $500,000: 1.35% per year $500,000 - $1,000,000: 1.15% per year $1,000,000 - $3,000,000: 1.00% per year $3,000,000 - $5,000,000: 1.00% per year $5,000,000 - $10,000,000: 0.85% per year $10,000,000+: 0.70% per year $0 - $500,000: 1.25% per year (Michigan Branch) $500,000 - $1,000,000: 1.00% per year (Michigan Branch) $1,000,000 - $1,500,000: 0.90% per year (Michigan Branch) $1,500,000 - $2,000,000: 0.80% per year (Michigan Branch) $2,000,000+: 0.75% per year (Michigan Branch)
Hourly fee for financial planning services ranges from $100 to $275 per hour with a minimum of two hours per engagement
Account minimum: $50,000 (minimum can be waived at discretion) Fee-only: Financial planning fees: Fixed fees from $600 to $5,000; Hourly fees from $100 to $275 per hour with minimum 2 hours
Grand Haven, MI
Colorado · Michigan
Cross State Financial Group, Llc
2016 - Present (10 years)
Carver Financial Services
2013 - 2016 (3 years)
Raymond James Financial Services Advisors Inc.
2013 - 2016 (3 years)
Raymond James Financial Services
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
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Braeburn Wealth Management, LLC
Series 65
Grand Haven, MI
Abbit Management Corp
Series 63, Series 65
Grand Haven, MI
Strategic Financial Group, L.L.C.
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