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- Custodian
- Charles Schwab & Company · Interactive Brokers · Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-05-2017
- Office Locations
- 2
Office Locations
About Cross Border Wealth, LLC
Cross Border Wealth is a US-based investment advisory firm focused exclusively on US-connected individuals and families living abroad, delivering tailored cross-border wealth management. The team supports financial planning and portfolio construction with specialized attention to overseas pensions and tax considerations. Portfolios are ETF-led with U.S. government/agency bonds and cash, and the firm works with custodians such as Charles Schwab and Interactive Brokers.
Team overview
Insights
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Fabrice Mercier
Managing Partner, Partner
- CRD
- #6640917
- Ownership
- 50% but less than 75%
ANDONI YTURRALDE
Managing Partner, Partner
- CRD
- #3070270
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Eric James Glassbrenner
Senior Investment Advisor
- CRD
- #4160645
SCOTT MICHAEL JONES
International Investment Advisor
- CRD
- #7367186
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $221,885,239 | $330,186 |
| Total | $221,885,239 | $330,186 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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