Crosspoint Financial offers investment advice and asset management to help clients achieve their financial goals. As a fiduciary, Crosspoint Financial is legally required to act in the client's best interest. Crosspoint Financial also provides financial planning and consulting services covering investment, retirement, estate, education, and tax planning. They also offer retirement plan consulting services to employer plan sponsors.
Assets Under Management$140M
Clients264
Advisors1
Avg. per Client$520K
Avg. per Advisor$140M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for asset management services will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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