Crossroads Asset Management offers wealth management services, focusing on investment portfolio management tailored to individual client needs. They manage investments for high-net-worth individuals, families, foundations, corporations, trusts, and estates. Crossroads actively manages each portfolio, considering your risk tolerance and goals, primarily using individual stocks and fixed income instruments. They develop personalized investment strategies based on your financial information.
Assets Under Management$59M
Clients22
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees may be negotiable in limited circumstances. Separate fee schedule for fixed income accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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