Crossplan Money Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$62,819,546
Clients
190
6% high-net-worth
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
190
Very HighAverage account size
$330,629
About
CrossPlan Money Management (doing business as Palm Investment Strategies, LLC) serves individual clients, including both high‑net‑worth and non‑HNW households, providing discretionary portfolio management and non‑discretionary portfolio monitoring. The firm manages roughly $49.6 million on behalf of about 296 clients through a mix of separately managed account programs and recommendations of third‑party portfolio managers.
The firm’s investment approach blends technical and fundamental analysis within a top‑down asset allocation framework, using tools such as sector rotation, relative strength and momentum indicators and implementing hedging when market signals warrant. Available strategies include sector‑ETF momentum allocations, relative‑strength asset allocation, fixed‑income laddering, dividend‑and‑growth equity portfolios, concentrated value equity sleeves and customized accounts, with ongoing monitoring and periodic rebalancing.
Distinctive for a supported firm of this size is the very high client count per advisor, which suggests reliance on a programmatic, scalable menu of strategies and delegated monitoring relationships. The brochure also discloses use of specialized instruments (including inverse and leveraged products for hedging) and that supervised persons are licensed to sell insurance products—implementation details that may differ from many peers.
Client services
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Concentrated stock management
Tax-loss harvesting
Retirement income strategy
Fee options
$0 - $25,000: Not explicitly stated (implied no acceptance below $25,000 minimum) $25,000 - $99,999: 2.00% annually (Sector Momentum program) $100,000 - $499,999: 2.00% annually (Relative Strength Allocation and All-Cap Value-Concentrated); 2.20% (Customized Portfolios) $500,000+: 1.50% annually (Customized Fixed Income); 2.50% annually (Dividend & Growth and All-Cap Value-Concentrated) $1,000,000+: 3.00% on first $1,000,000 and 2.5% on excess (Gilder, Gagnon, Howe & Co. qualified retirement accounts monitoring fees)
Portfolio monitoring with Gilder, Gagnon, Howe & Co. includes commission-based brokerage accounts with commissions averaging 2% or more per trade.
Account minimum: $25,000 minimum for Portfolio Management programs (varies by program, see details) Fee-only: Portfolio management fees based on assets under management; fees are negotiable client-by-client.
Main office location
Crossplan Money Management
10575 68 Th Avenue North, Suite B 3
Seminole FL 33772, United States
Number of offices
1
Most active in
Crossplan Money Management has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
Forms ADV
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