Rebecca Cross
Rebecca Cross is a registered investment advisor at Quility Financial Advisors, based in Santa Barbara, CA, with 2 years of industry experience. Rebecca 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 329 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Quility Financial Advisors charges an annual management fee based on a percentage of the value of your investments. The fee will be no more than 1.95%. You will also be charged an asset-based fee that covers trading costs of 0.10%. The management fee includes the sub-adviser’s management fee, but it does not include brokerage commissions, transaction fees, or other related costs and expenses that are incurred by you. The management fee is negotiable.
Location
257 San Nicolas Ave, Santa Barbara, CA, 93109
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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 ActivitiesSells Insurance
Rebecca is a director of recruiting for Quality and Independent Insurance Agent Services, offering individual and group insurance policies. This takes about a quarter of her time, with about 10-20% of her time spent during securities trading hours.
Employment History
Current Registrations
Quility Financial Advisors
Previous Registrations
Secure Investment Management, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.