Cross Staff Investments, operating as Candace Shira Associates, provides financial planning and investment management services. Financial planning covers cash flow, retirement, asset allocation, estate, and education analysis. Investment management includes publicly traded stocks, mutual funds, exchange traded funds, bonds, and certificates of deposit. The firm also uses third-party money managers. Services are tailored to individual client needs, and clients can impose investment restrictions.
Assets Under Management$410M
Clients444
Advisors3
Avg. per Client$920K
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K+ | 0.60% |
Fees may be reduced or increased based on a specific situation of a client. The firm also offers fixed income/transitional/distribution accounts with fees ranging from 0.30% to 0.60%, and American Fund only accounts at 0.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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