CrossGrainFI Family Investments is a registered investment advisor located in Virginia that operates as a concierge family wealth advisor. CrossGrainFI Family Investments offers two primary services: investment management, which includes personalized financial planning at no additional cost, and co-investment management services for private placement opportunities. When managing investment portfolios, CrossGrainFI Family Investments builds tailored asset allocation strategies based on each client's individual needs, risk tolerance, and tax considerations, using exchange-traded equities, bonds, mutual funds, exchange-traded funds, government securities, and cash equivalents. The firm has discretionary authority to buy and sell securities for managed portfolios. For co-investment services, CrossGrainFI Family Investments provides advice on private real estate, private equity, and alternative asset classes without discretionary authority, leaving final investment decisions to the client. The firm primarily serves high-net-worth individuals and families.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Co-investment management services have a separate fee schedule consisting of a $100 annual administrative fee plus 0.75% on the first $500,000, 0.50% on the next $4.5 million, and 0.25% on amounts over $5 million.