Cross Border Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Demographic focus
Fee options
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
$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%
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
See office230 Park Avenue, 4th Floor West
New York NY 10169
Advisors at this office
6
Offices (2)
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
Also doing business as
Cross Border Wealth · Cross Border Wealth Advisors, LLC · Cross Border Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Andrew M
Series 63, Series 66
New York, NY
Cross Border Wealth, LLC
Andrew Mc Kay is a financial advisor at Cross Border Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Edward Jones and CUSO Financial Services. Mc Kay is based in New York, NY. Cross Border Wealth 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, primarily allocating client accounts to exchange-traded funds (ETFs) using a combination of fundamental and technical analysis.
Arden Gayle S
Series 65
New York, NY
Cross Border Wealth, LLC
Arden Gayle Santos is a financial advisor at Cross Border Wealth, LLC in New York, NY, holding a Series 65 designation. Santos has been with Cross Border Wealth since 2020, with prior experience at Concentrix and Interpublic Group. Cross Border Wealth 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, primarily allocating client accounts to exchange-traded funds (ETFs).
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 the Series 63 and Series 66 licenses and has worked at firms including Claraphi Advisory Network, Brookstone Capital Management, and Merrill. Outside of his advisory role, he occasionally assists at a jazz club owned by friends. Cross Border Wealth serves high-net-worth individuals, trusts, estates, and business entities, with a focus on expatriates, Americans living abroad, and foreign nationals. The firm operates on a non-discretionary advisory model, combining fundamental and technical analysis to manage client portfolios primarily allocated to exchange-traded funds (ETFs).
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.
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.
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.
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.
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