Crosscurrent Wealthmanagement, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CrossCurrent WealthManagement is a registered investment adviser that provides discretionary portfolio management and financial planning to individuals and families, and also advises trusts, corporations, and foundations. The firm manages a modest amount of client assets across a small number of client relationships.
The firm’s investment approach favors ETFs and individual equity positions for growth and individual bonds or certificates of deposit to provide income, with the asset mix adjusted as market conditions dictate; portfolios are managed on a discretionary basis. CrossCurrent recommends custodians such as Interactive Brokers or Schwab, does not maintain custody of client assets, and votes client proxies in accordance with client interests.
What is distinctive about the firm is the adviser’s involvement outside traditional advisory work: the principal has continuing roles in business brokerage and prior involvement with a property company, indicating experience with business-transaction and real-estate matters that many independent peers do not list. The firm’s willingness to work with corporations and foundations (institutional-type clients) and to consider performance-based arrangements for accredited clients further differentiates its service mix from that of most small independent advisers.
Client services
Expertise
Fee options
$0+: 0.65% annually Not specified+: up to 1.50% annually
Hourly charges may apply for financial planning or other services, specific rates not stated.
Performance-based fees considered for accredited clients upon request.
Main office
Little Rock AR
Advisors at this office
1
Most active in
Arkansas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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