Steven Craig Blokdyk

Crossmark Global Investments, INC.

31 Years of Experience

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Firm Information

Crossmark Global Investments, INC.

Compensation

Fee-Only (AUM)

Number of Advisors

20 advisors

Number of Clients

6,209 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$7.0B

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$2,500

Advisory fees are negotiable, ranging from 0.05% to 1.00% annually based on service level, asset class, account size, and complexity. Fees are calculated quarterly, in advance, based on assets under management. Institutional clients with over $1 million in assets pay between 0.075% to 0.20%, with a minimum quarterly fee of $2,500. Employees and affiliates may receive lower fees.

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Areas of Practice

Investment Management

Advisor Information

Office location

15375 Memorial Drive, Suite 200, Houston, TX, 77079

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.