Cross Border Financial Planning USA offers investment advice tailored to clients' needs and objectives through discretionary portfolio management. They also provide financial planning services, ranging from broad-based to single-subject planning, and estate planning services. The firm may use sub-advisers and model portfolios. They also sponsor a wrap fee program. Cross Border Financial Planning USA uses the Morningstar Wealth Platform.
Assets Under Management$110M
Clients135
Advisors3
Avg. per Client$850K
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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