Crossmark Global Investments is a registered investment advisor providing investment strategies to institutional investors, financial advisors, and their clients. Crossmark offers services through managed account platforms, wrap fee programs, and directly to clients through separately managed accounts. Crossmark also manages the Crossmark ETFs and Steward Funds. Crossmark provides model-driven investment advice and discretionary investment management services, but these services are generally not tailored to individual needs.
Fee Structure
Crossmark's fees for investment management vary depending on the service level, asset class, account size, and complexity. Fees are typically a percentage of the value of the assets managed, ranging from 0.05% to 1.00% annually. The fees are negotiable and calculated quarterly in advance, based on the assets managed at the end of the preceding quarter. For institutional clients with over $1 million, fees range from 0.075% to 0.20% with a $2,500 minimum quarterly fee.