Crossroads Financial Services Inc. offers investment management and financial planning services. Investment management involves ongoing advice based on individual client needs, while financial planning covers areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Crossroads Financial Services acts as a fiduciary, prioritizing client interests.
Assets Under Management$23M
Clients41
Advisors1
Avg. per Client$560K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$100K
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 | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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