Andrew Lancaster is a CFP-designated registered investment advisor at Crosspoint Capital Management, based in Orinda, CA, with 7 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 265 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable and may be discounted on a case-by-case basis.
Fee Estimator
Location
89 Davis Rd, Ste 160, Orinda, CA, 94563
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Crosspoint Capital Management
State Registrations1 state
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