Advisor at Crossroads Capital Management LLC
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Firm
Crossroads Capital Management LLC
Location
Marblehead, MA
Credentials
CFP®, Series 63, Series 65
Industry experience
23 years
Peter Jalbert is a CFP® with 23 years of industry experience and has been with Crossroads Capital Management LLC since 2008. He holds Series 63 and Series 65 licenses and operates as the sole advisor at his independent firm based in Marblehead, MA. Crossroads Capital Management provides financial planning and discretionary investment management to individuals, families, trusts, and related entities, including charitable organizations. The firm emphasizes strategic asset allocation and constructs individually tailored portfolios using a combination of passive index/ETF exposures, actively managed funds, and individual securities, managing accounts on a discretionary basis with regular client reviews and ongoing communication.
Based on Crossroads Capital Management LLC
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.75% $1,000,001+: 0.50%
$150 per hour for financial planning
Fee-only: Financial planning fees calculated hourly, $150 per hour for new clients
Marblehead, MA
Massachusetts
Crossroads Capital Management LLC
2008 - Present (18 years)
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Lawyer
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Real estate agent
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Other specialized services
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