Crosswell Family Wealth Advisors offers investment advice and portfolio management to individuals, businesses, estates, and charities. They allocate assets among cash, stocks, options, mutual funds, and bonds. They also provide general consulting services on financial matters. Crosswell's investment philosophy focuses on capital preservation, maximizing returns, and managing risk.
Assets Under Management$72M
Clients55
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
All advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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