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Crossroads Wealth Planning
CROSSROADS WEALTH PLANNING is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is based in [insert location].
Crossroads Wealth Planning
CROSSROADS WEALTH PLANNING is an SEC-registered investment adviser. It has 1 employee and 1 investment adviser. The firm is based in [insert location].
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Sector focus
Frequently asked questions
What services does Crossroads Wealth Planning offer?
Crossroads Wealth Planning provides financial planning, portfolio management, estate planning, retirement planning, and tax strategy. The firm works with individuals and families to coordinate wealth management across multiple areas.
Is Crossroads Wealth Planning a fiduciary?
Yes, Crossroads Wealth Planning is a registered investment advisor (RIA), which imposes a fiduciary duty to act in clients' best interests. This structure differentiates it from broker-dealers who may not be held to the same standard.
Who is the target client for Crossroads Wealth Planning?
The firm serves high-net-worth individuals and families seeking comprehensive wealth planning. Clients typically have complex financial situations requiring coordinated tax, estate, and investment strategies.
Does Crossroads Wealth Planning manage alternative investments or venture capital?
Public data does not indicate a direct alternative investments or venture capital program. The firm's described focus is on traditional asset allocation and financial planning, not private market direct investing.
How does Crossroads Wealth Planning charge for its services?
Fee structure is not publicly disclosed. Typically, RIAs charge a percentage of assets under management (AUM), a flat fee, or an hourly rate for planning services. Crossroads Wealth Planning's specific schedule is not available.
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