Crossmark Wealth Management creates personalized investment portfolios for individuals and institutional clients. Crossmark Wealth Management builds these portfolios using a mix of individual stocks and bonds, mutual funds, exchange-traded funds, and options. A significant portion of the client investments are allocated to proprietary products managed by the firm's affiliate, Crossmark Global Investments, or to specific funds like the Crossmark ETF Trust and Steward Funds. Crossmark Wealth Management tailors investment programs based on each client's experience, risk tolerance, and goals, and clients can place reasonable restrictions on certain securities or sectors. Crossmark Wealth Management also offers values-based or socially conscious investing screens upon request.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and vary from relationship to relationship, but generally will not exceed 1% annually, assessed quarterly.