Advisor at CrossGrain Family Investments, 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
CrossGrain Family Investments, LLC
Location
Henrico, VA
Credentials
Series 65
Industry experience
12 years
William Pusey Jr. is a financial advisor at CrossGrain Family Investments, LLC with 12 years of industry experience. He holds a Series 65 designation and has worked previously at Kimble Advisory LLC and Keel Point Capital, LLC. Outside of his advisory role, he serves on the board of the Paul H Pusey Foundation and is involved in family investment and real estate companies. CrossGrain Family Investments, LLC is a fee-only, SEC-registered family wealth advisor serving high-net-worth individuals and families. The firm offers financial planning, investment management, and tax strategy services, combining active and passive management with asset-allocation frameworks and private investment advisory tailored to client objectives.
Based on CrossGrain Family Investments, LLC
Based on CrossGrain Family Investments, LLC
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Account minimum: $3,000,000 for investment management services, $500,000 for co-investment services Minimum fee: $10,000 per year ($2,500 per quarter) minimum fee for Investment Management Services, may be waived or reduced at advisor's discretion Fee-only: Fee-only firm, compensated solely by clients, no commissions or sales-related compensation
Henrico, VA
Texas · Virginia
CrossGrain Family Investments, LLC
2022 - Present (4 years)
Kimble Advisory LLC
2019 - 2021 (2 years)
Keel Point Capital, LLC
2015 - 2019 (4 years)
Keel Point, LLC
2015 - 2019 (4 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Genuine Wealth Solutions
Wealth is more than just how much you have saved, what you drive, or the square footage of your home. Genuine wealth is the freedom from uncertainty and the purposeful control of our most precious resource, time. I started Genuine Wealth Solutions to provide reliable guidance for driven individuals to reach financial independence and to do so in a way that is transparent and free from conflict of interest. So, whether you're near or in retirement or in the midst of your career, take control of your future with confidence so that you can enjoy today. You deserve this. Let's achieve your financial success together.
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