Cross Border Wealth, LLC logo

Cross Border Wealth, LLC

Updated today

Client assets under management

$221,885,239

Clients

531

100% high-net worth

Advisors

6

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

89

High

Average account size

$417,863

About

Cross Border Wealth serves high-net-worth individuals, trusts, estates and business entities, with an explicit focus on expatriates, Americans living abroad and foreign nationals. The firm provides non-discretionary portfolio management, financial planning and pension consulting, and typically allocates client accounts primarily to exchange-traded funds (ETFs).

CBW operates in an advisory, non-discretionary model: advisors make recommendations, obtain client authorization before placing trades, and conduct periodic account reviews. Their analysis combines fundamental and technical approaches and deploys a mix of long-term and shorter-term strategies with integrated risk-management procedures.

The firm’s client mix and service set are notable for a significant non-U.S. client base and cross-border specialization, while managing approximately $221.9 million of client assets on a non-discretionary basis — a profile that is uncommon among similar team firms. In addition to portfolio management, CBW offers targeted pension consulting for U.S. and U.K. plans and guides clients through plan conversions, delivered by a small team of six advisors.

Client services

Portfolio management Pension consulting

Expertise

Cross-border / expatriate tax planning

Demographic focus

Expats

Fee options

Fixed

Fixed consulting fee up to 3% of U.K. pension assets with minimum GBP 3,000 and maximum GBP 20,000; fixed advisory fee up to 1% of U.S. pension assets with minimum $2,000

Percentage

$0 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.25%

Other

Account minimum: $250,000 Minimum fee: Minimum monthly fee of $100 for Interactive Brokers accounts; minimum quarterly fee of $300 for Charles Schwab accounts Fee-only: Asset-based fees and fixed fees; no commissions

Main office location

Cross Border Wealth, LLC

230 Park Avenue, 4 Th Floor West

New York NY 10169, United States

Number of offices

3

Most active in

Arizona · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · Michigan · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Tennessee · Texas · Virginia · Washington · Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Andrew M

Series 63, Series 66

New York, NY

Cross Border Wealth, LLC

Andrew Mc Kay is a financial advisor with Cross Border Wealth, LLC, holding Series 63 and Series 66 designations and over 21 years of industry experience. His prior roles include positions at Edward Jones, Royal Alliance Associates, Inc., and LPL Financial LLC. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, specializing in expatriates, Americans living abroad, and foreign nationals. The firm provides non-discretionary portfolio management, financial planning, and pension consulting focused on cross-border retirement and pension issues.

Cross-border / expatriate tax planning Expats
user avatar

Eric G

Series 63, Series 66

New York, NY

Cross Border Wealth, LLC

Eric Glassbrenner is a financial advisor at Cross Border Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Claraphi Advisory Network and West Advisory Group. Outside of his advisory work, he occasionally assists at an award-winning jazz club. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm offers non-discretionary portfolio management, financial planning, and pension consulting, often utilizing exchange-traded funds alongside other investment vehicles.

Cross-border / expatriate tax planning Expats
user avatar

Andoni Y

Series 63, Series 65

New York, NY

Cross Border Wealth, LLC

Andoni Yturralde is a financial advisor at Cross Border Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cross Border Wealth since 2017, following five years at deVere USA. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm provides non-discretionary portfolio management, financial planning, and pension consulting tailored to cross-border retirement and pension issues.

Cross-border / expatriate tax planning Expats
user avatar

Scott J

Series 66

New York, NY

Cross Border Wealth, LLC

Scott Jones is a financial advisor at Cross Border Wealth, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at firms including Prudential Advisors and JKS Financial, a DBA of Northwestern Mutual. Prior to his advisory career, he spent 13 years at the Carnegie Museums of Pittsburgh. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm offers non-discretionary portfolio management, financial planning, and pension consulting tailored to cross-border retirement and pension issues.

Cross-border / expatriate tax planning Expats
user avatar

Fabrice M

CFP®, Series 65

New York, NY

Cross Border Wealth, LLC

Fabrice Mercier is a CFP® with nine years of industry experience, currently serving as an advisor at Cross Border Wealth, LLC since 2017. Prior to this, he worked at deVere USA Inc from 2015 to 2017. Outside of his advisory role, he is involved as a manager of Mercier Food Products, a salad dressing company. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, focusing on expatriates, Americans living abroad, and foreign nationals. The firm provides non-discretionary portfolio management, financial planning, and pension consulting with an emphasis on cross-border retirement and pension issues.

Cross-border / expatriate tax planning Expats
user avatar

Andrew S

Series 66

Pittsburgh, PA

Cross Border Wealth, LLC

Andrew Scibetta is a financial advisor at Cross Border Wealth, LLC in Pittsburgh, PA, with 18 years of industry experience. He holds the Series 66 designation and has worked at Tiaa from 2015 to 2022 before joining Cross Border Wealth in 2022. Cross Border Wealth, LLC serves high-net-worth individuals, trusts, estates, and business entities, specializing in expatriates, Americans living abroad, and foreign nationals. The firm offers non-discretionary portfolio management, financial planning, and pension consulting focused on cross-border retirement and pension issues.

Cross-border / expatriate tax planning Expats
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