Cross Border Wealth provides investment advice and recommendations to help clients make investment decisions. They offer non-discretionary portfolio management services, meaning they consult with you before making any trades. They also offer pension consulting services, assisting clients with plan conversions and investment opportunities. CBW specializes in serving expatriates, Americans overseas, and foreign nationals. As of December 2024, CBW manages $138,847,646 of client assets on a non-discretionary basis.
Assets Under Management$140M
Clients397
Advisors6
Avg. per Client$350K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$300
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable with each client. CBW charges a minimum monthly investment advisory fee of 100 USD for Interactive Brokers accounts and minimum quarterly investment advisory fee of 300 USD for Charles Schwab accounts.
Fee Estimator
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Estimated Annual Fee
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