Cross Border Wealth Advisors offers wealth management, which includes financial planning and investment management. They work with clients to develop and implement financial plans, monitoring and updating them as needed. They also offer project-based financial planning for clients seeking a one-time comprehensive plan. Investment advice covers stocks, bonds, mutual funds, ETFs, and other securities. They may use outside managers to assist in managing client accounts.
Assets Under Management$33M
Clients18
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:None
Planning is charged separately
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees above $10,000,001 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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