Crossroads Advisor Network (CAN) offers investment advice, portfolio management, and financial planning services tailored to individual investors, high-net-worth individuals, businesses, and trusts. CAN creates portfolios with stocks, bonds, ETFs, options, and mutual funds. Financial planning covers budgeting, education funding, estate planning, investment reviews, insurance, retirement income, and more. Clients can choose whether or not to implement CAN's recommendations.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.75% |
| $250K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fee schedule is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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