Crossover Capital Trading LLC

N/A

Crossover Capital Trading LLC manages investment portfolios using a proprietary price momentum model. The firm primarily trades leveraged exchange traded funds (ETFs) to provide clients with exposure to major indices. If a client is unable to use leveraged ETFs, the firm uses unleveraged ETFs. The firm considers this an alternative investment style as they are invested in the assets less than 20% of the year. The typical holding period is 3-4 days.

Assets Under Management$1.1M
Clients10
Advisors1
Avg. per Client$110K
Avg. per Advisor$1.1M

Fee Structure

Investment management only (planning not offered)

Crossover Capital Trading LLC charges 20% of the profits, paid out quarterly. This fee is negotiable based on the size of the client account. If a client is unable to meet the standards for this fee structure, the firm will charge 0.25% of the client account value each quarter (1% annually). Commissions are also charged by Interactive Brokers for the execution of the trades.

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Location

1 Advisors at this firm