Crosspoint Capital Strategies manages investment portfolios and provides financial planning for individuals, families, wealth advisers, pensions, unions, family offices, and corporations. Crosspoint Capital Strategies offers various investment strategies, including tactical all-cap portfolios, market sentiment indicator strategies, accelerated growth portfolios, and tactical broad market exchange-traded funds. Investment services are tailored to each client's needs and outlined in an investment policy statement. Crosspoint Capital Strategies also provides financial planning services such as retirement planning, cash flow analysis, and tax-aware investment considerations, which are typically incorporated into the overall advisory relationship.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable and may be discounted. Sub-advisory relationships range from 0.60% to 1.50%.