Crosspoint Capital Strategies offers tailored advisory services to high-net-worth individuals, families, wealth advisors, pensions, unions, family offices, and corporations. They create investment strategies based on individual client needs, outlined in an Investment Policy Statement. Asset allocations may include various securities and funds. Crosspoint also provides a free weekly newsletter with market sentiment analysis.
Assets Under Management$91M
Clients265
Advisors2
Avg. per Client$340K
Avg. per Advisor$46M
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Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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