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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- EagleOptima
- Established Date
- 07-27-2020
- Office Locations
- 1
Office Locations
About Cross Border Wealth Advisors
Cross Border Wealth Advisors is an independent, fiduciary RIA specializing in financial planning and investment management for U.S. citizens living abroad—especially American expats in Spain. The multilingual team helps clients manage portfolios from overseas, avoid cross-border investment pitfalls, and plan taxes with coordinated specialist referrals when needed. Founder Victor Gersten is both a CFP® professional and an Enrolled Agent, and the firm maintains a strategic relationship with Charles Schwab.
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Owner & Executives
VICTOR Evans GERSTEN
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #6160946
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,760,721 | -- |
| Non-Discretionary | $12,652,662 | -- |
| Total | $33,413,383 | -- |
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Separately Managed Accounts
Total SMA Asset: $33,413,383
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $330,817,478 | 25.1% |
| Equity - OTC | $205,607,675 | 15.6% |
| U.S. Government/Agency | $499,521,211 | 37.9% |
| Cash | $282,051,555 | 21.4% |
| Total | $1,317,997,919 | 100.0% |