Crossover Capital provides investment management on both a discretionary and non-discretionary basis, along with financial planning and consulting services. These services are tailored to individuals, families, and other clients, focusing on their financial resources, goals, and objectives. Crossover Capital may use a third-party investment management program, Advyzon Investment Management LLC (AIM), to manage assets.
Fee Structure
Crossover Capital's annual investment management fee, which includes financial planning, is based on the total value of assets in your account. The firm has an annual minimum fee of $10,000, which may be waived. The annual fee ranges up to 3% and is charged monthly in advance, based on the previous month-end value. Fees can be structured as a fixed percentage or a tiered schedule. For digital assets, there is a semi-annual performance fee subject to a hurdle rate ranging from 5% to 15% annually.