| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable and may be discounted on a case-by-case basis.
89 Davis Rd, Ste 160, Orinda, CA, 94563
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Anthony is the CEO of Crosspoint Capital Management, LLC, the parent company of Crosspoint Capital Strategies, LLC. He also serves as CEO and COO of Crosspoint Capital Strategies, LLC, providing investment advisory services and is an indirect owner through his ownership in the parent company.