Cross Financial Strategies offers investment management services where they manage client investments based on their goals and risk tolerance. They also offer financial planning and consulting services covering topics like estate planning, taxes, retirement income, and college planning. Cross Financial also holds seminars and workshops to educate the public on investments.
Assets Under Management$32M
Clients41
Advisors1
Avg. per Client$770K
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $75K | 0.85% |
| $75K - $750K | 0.75% |
| $750K - $2.0M | 0.65% |
| $2M+ | 0.25% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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