Crosslight Global Investment Partners offers private wealth management, specialized investment strategies, and retirement plan consulting for individuals, families, and business clients. Crosslight Global Investment Partners helps clients build customized portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and alternative investments. The firm also provides standalone project-based services such as comprehensive financial plans, investment portfolio reviews, retirement readiness analyses, equity compensation reviews, and insurance audits. In addition, Crosslight Global Investment Partners offers a performance-based investment strategy for qualified high net worth clients and sub-advisory portfolio management for other registered investment advisors. Crosslight Global Investment Partners emphasizes a personalized approach with continuous portfolio monitoring and rebalancing based on each client's specific goals, risk tolerance, and time horizon.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual fee is 1.00% of assets under management. Total Return Strategy accounts may also be charged up to 15% of net profits for qualifying clients. Fees are negotiable.