Crosswell Family Wealth Advisors manages investment portfolios and provides consulting services for individuals, businesses, estates, and charitable organizations. Founded in 2009 and based in The Woodlands, Texas, the firm focuses on capital preservation, maximizing returns, and managing risk through a combination of charting, fundamental, technical, and cyclical analysis. Crosswell Family Wealth Advisors offers both discretionary and non-discretionary investment management, building diversified portfolios across stocks, bonds, options, mutual funds, and other financial instruments. In addition to investment management, the firm provides general financial consulting covering cash flow, risk management, and estate administration, as well as separate family office and business consulting services through affiliated entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are up to 1% per annum and are negotiable. Certain employee-related accounts may be charged lower rates.