Anthony Cantando is a registered investment advisor at Crosspoint Capital Management, based in Orinda, CA, with 22 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 254 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Sub-advisory relationships range from 0.60% to 1.50%.
Fee Estimator
Location
4 Orinda Way, Bldg E - 1st Floor, Orinda, CA, 94563
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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 →Other Business Activities
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.
Employment History
Current Registrations
Crosspoint Capital Management
Previous Registrations
Sanctuary Securities LLCBroker
Thinkequity LLC
Thinkequity LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Wedbush Morgan Securities INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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