Crossgate Wealth Advisors, LLC, a small investment advisory firm based in Yardley, PA, is dedicated to providing comprehensive wealth management services. With one office, the firm boasts a team of six talented professionals, three of whom specialize in investment advisory services. Crossgate Wealth Advisors manages an average of $62,020,000 in assets under management per investment advisor, which aligns with the industry average. The firm's compensation structure is diverse, encompassing a percentage of assets under management, fixed fees, and hourly charges. While less than 30% of their assets under management are comprised of ...