Crossroads Planning provides financial planning services covering cash flow, retirement, education, risk management, estate, and tax planning. They also offer portfolio management services, either directly or through third-party investment managers. Crossroads Planning provides periodic educational workshops on financial topics. Clients receive personalized advice based on their goals and financial situation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
If a sub-advisor is engaged to manage a portion or your entire portfolio at our custodian, an annualized asset-based fee will be charged to your account on a quarterly basis and in arrears as described above. Each sub-advisor has a stated fee range that will be described to you prior to the selection of that investment manager; ranging from 0.25% to 1.00% (25 to 100 basis points) depending upon the program selected, investment strategies involved, portfolio holdings, and asset size of the account. This fee is in addition to our own per the fee schedule above.
