CrossGrainFI Family Investments provides financial planning, investment management, and tax strategy services to families. They manage investment portfolios based on a client's individual needs and goals. They primarily advise on exchange-traded equities, bonds, mutual funds, ETFs, and government securities. At no additional fee, CrossGrainFI also provides financial planning services to investment management clients.
Assets Under Management$180M
Clients77
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Minimum fee for Investment Management Services is $10,000 per year ($2,500 per quarter). This minimum may be waived or reduced at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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