Grant Humphreys is a registered investment advisor at Crossgen Wealth LLC, based in Greenville, NC, with 2 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 127 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CrossGen Wealth's portfolio management fees are individually negotiated with each client, based on a percentage of the assets they manage, and are generally subject to a maximum fee of 2%. In some cases, a minimum flat fee may be agreed upon, but it will not exceed the 2% maximum. Fees include expenses charged by third-party managers. Fees are deducted from the client's account quarterly in advance. Clients can terminate their advisory contract with written notice, and any prepaid fees will be prorated and refunded.
Location
905 A Conference Drive, Greenville, NC, 27858
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Crossgen Wealth LLC
Previous Registrations
First Citizens Investor Services, INC.Broker
State Registrations2 states
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