Crossgen Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$212,239,139
Total clients
114
31% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
38
Average account size
$1,861,747
Client services
Fee options
Fixed fees for financial planning services, generally up to $1,500.
$0+: Negotiated, generally up to a maximum of 2% annually $0+: 0.75% - 2% annually for AMS Managed Programs (wrap fee program)
Certain advisory persons may earn commissions for insurance products sold separately from advisory fees.
Hourly fees may be charged on top of fixed financial planning fees depending on complexity.
Account minimum: $500,000 Minimum fee: Minimum flat fee may be imposed when agreed upon, not to exceed 2% maximum fee. Fee-only: Fixed fees for financial planning generally up to $1,500; may charge hourly fees in addition depending on complexity.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Crossgen Wealth LLC
905 A Conference Drive
Greenville NC 27858, United States
Number of offices
1
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