Assets Under Management
$91.0M
Number of Clients
265
Number of Advisors
2
Average Client AUM
$343K
AUM per Advisor
$45.5M
Compensation
Fee-Only (AUM)
Crosspoint Capital Strategies offers tailored advisory services to high-net-worth individuals, families, wealth advisors, pensions, unions, family offices, and corporations. Investment selections are based on suitability factors. Asset allocations may include various securities and managed accounts. The firm also provides a free weekly market newsletter.
| Assets Under Management | 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 on a case-by-case basis.
89 Davis Rd, Ste 160, Orinda, CA, 94563