Crossmarket Capital offers investment advisory services to individuals and other clients. Services include comprehensive portfolio management, which combines asset management with financial planning, and financial consulting, which provides advice on various financial matters. Crossmarket Capital also offers portfolio monitoring, which provides safekeeping of assets without ongoing supervision or trading.
Assets Under Management$22M
Clients140
AdvisorsN/A
Avg. per Client$160K
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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