Crossgate Wealth Advisors provides investment advisory services, including financial planning, to individuals, high net-worth individuals, trusts, and estates. Crossgate works with clients to determine their investment objectives and then allocates assets accordingly, providing ongoing supervision. Financial planning services can include advice on budgeting, investment planning, education funding, tax analysis, retirement planning, insurance needs, and estate planning.
Assets Under Management$240M
Clients177
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$79M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.40% |
| $4.0M - $5.0M | 0.30% |
| $5M+ | 0.20% |
Fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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