CrossCurrent WealthManagement provides investment management through discretionary managed portfolios. Securities used are generally of the same type for all clients. CrossCurrent also offers financial planning services. The firm primarily works with families, individuals, trusts, corporations, and foundations.
Assets Under Management$970K
Clients12
Advisors1
Avg. per Client$81K
Avg. per Advisor$970K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees generally range from 0.65% to 1.50% annually and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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