Advisor at Jamerson-Crosby Investment Advisors 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
Jamerson-Crosby Investment Advisors LLC
Location
Detroit, MI
Credentials
Series 65
Industry experience
12 years
Frank Crosby is a Series 65-licensed financial advisor with Jamerson-Crosby Investment Advisors LLC in Detroit, MI, bringing 12 years of industry experience. He concurrently works as a full-time research scientist at the U.S. Department of Defense's Naval Surface Warfare Center in Panama City, Florida. Jamerson-Crosby Investment Advisors LLC offers investment advisory and portfolio management services to individuals, trusts, estates, charitable organizations, foundations, and endowments. The firm employs a quantitative and economic analysis-driven investment process, combining long-term asset allocation with ongoing monitoring and rebalancing, and provides free services to nonprofit charitable organizations.
Based on Jamerson-Crosby Investment Advisors LLC
$0 - $500,000: 0.5% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,500,000: 1.0% $2,500,001+: 1.5%
Account minimum: No minimum to open or maintain advisory services; however, certain custodians may have account minimums.
Detroit, MI
Michigan
United States Government (DOD)
2001 - Present (25 years)
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Real estate agent
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Other specialized services
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