Crosswalk Investment Advisory provides investment management where they manage investment accounts and portfolios. They help clients determine their investment goals, risk tolerance, and time horizons. They also offer financial planning services, including comprehensive and limited financial and investment plans. Crosswalk Investment Advisory may also offer administrative and consulting services on an hourly basis.
Assets Under Management$64M
Clients174
Advisors2
Avg. per Client$370K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fees are negotiable and comparable to industry standards.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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