CrossPath Capital provides fee-based investment advisory services and comprehensive financial planning for individuals, trusts, estates, and business entities. CrossPath Capital specializes in custom portfolio management using a tactical allocation strategy designed to reduce risk and enhance performance, primarily recommending alternative investments and private market securities such as evergreen funds, alongside exchange-traded funds and mutual funds. Comprehensive financial planning is included at no additional fee for investment advisory clients, covering retirement goal-setting, tax optimization, cash flow analysis, and estate planning strategies. CrossPath Capital operates as an independent registered investment advisor led by founder and chief executive officer Thomas Dobesh, managing client accounts through Charles Schwab & Co.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K+ | 0.50% |
Fees are calculated on a blended tier schedule and are negotiable.