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Cross Border Planning, LLC (Brussels)


Cross Border Planning, LLC is an adviser based in Brussels. It manages $56.4 million of regulatory assets for 256 client accounts. It has been registered with the SEC as an adviser since 2016.

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Cross Border Planning provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Cross Border Planning: assets under management

The assets under management (AUM) of Cross Border Planning, LLC is $56.4 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55.99 million in discretionary accounts and $412.8 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $220.44 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $206.4 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cross Border Planning, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Brussels

The principal office where Cross Border Planning, LLC performs its advisory services is located at Avenue Des Saisons, Brussels, 1050, which is also the mailing address of the firm. An additional office of the firm is in West Palm Beach, FL. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +32(0)2 644 6625. The normal business hours are by appointment only on Other. You can find more information about the New York firm at crossborderplanning.net.


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