WealthCrossing provides investment management services, primarily investing client assets in mutual funds or exchange traded funds. They may recommend private investment funds and assist with tax credits for accredited investors. WealthCrossing tailors its services to each client's needs, developing an investment strategy based on their goals, risk tolerance, and financial situation. They also offer limited financial planning and consulting services such as tax and estate planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.35% |
| $20M+ | 0.25% |
WealthCrossing generally imposes a $10,000 annual minimum fee for advisory services. Fees are negotiable and may be reduced or waived at WealthCrossing's discretion. Certain legacy clients may have accepted different service offerings from WealthCrossing and may therefore receive different services under different fee schedules than as set forth above.