Crossroads Capital Management works with clients to define financial objectives and develop strategies to reach those objectives. These strategies may include cash flow and budget analysis, investment review and management, education funding, retirement planning, and charitable goals. Crossroads Capital Management's compensation comes solely from fees paid directly by clients.
Assets Under Management$18M
Clients9
Advisors1
Avg. per Client$2M
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...