Advisor at Cross State Financial Group LLC
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Firm
Cross State Financial Group LLC
Location
Albuquerque, NM 87109
Credentials
Series 63, Series 65
Industry experience
24 years
Danielle Mutz is a financial advisor with Cross State Financial Group LLC in Albuquerque, NM, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Cross State Financial Group since 2015 and has held roles at Crown Capital Securities, Foothill Securities, and Corporate Benefit Consultants. Outside of finance, she is a limited partner in Comanche Creek Brewing Company, a family-owned microbrewery. Cross State Financial Group serves individuals, charities, and retirement plans with financial planning and portfolio management, combining fundamental analysis with tactical asset allocation. The firm operates through a team of nine advisors across multiple offices and offers discretionary management alongside customized client solutions.
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
6721 Academy Rd. Ne, Suite B
Albuquerque, NM 87109
Colorado · Florida · New Mexico · Texas
Cross State Tax & Financial, LLC
2022 - Present (4 years)
Crown Capital Securities, Lp
2016 - 2019 (3 years)
Cross State Financial Group, LLC.
2015 - Present (11 years)
Foothill Securities Inc
2009 - 2016 (7 years)
Comanche Creek Brewing Company, LLC
2009 - Present (17 years)
Corporate Benefit Consultants
2003 - 2016 (13 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.
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