Jeffrey Mussatt is a CFP-designated registered investment advisor at Crossgrain Family Investments, LLC, based in Henrico, VA, with 16 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Tax Planning. Their firm serves 77 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Minimum fee for Investment Management Services is $10,000 per year ($2,500 per quarter). This minimum may be waived or reduced at the discretion of the Advisor.
Fee Estimator
Location
Henrico, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeffrey is a Managing Member of E9 Ventures, LLC, SRA Investco LLC, and Around the Green, LLC. These activities require minimal time commitment.
Employment History
Current Registrations
Crossgrain Family Investments, LLC
Previous Registrations
Kimble Advisory, LLC
Joycepayne Partners, P.C.
Primevest Financial Services, INC.
State Registrations2 states
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