Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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
Crosspoint Capital Strategies charges a management fee based on a percentage of assets under management. For individual relationships, the fees are: 2.00% up to $1,000,000; 1.75% for $1,000,000 - $3,000,000; 1.50% for $3,000,000 - $5,000,000; 1.25% for $5,000,000 - $10,000,000; and 1.00% above $10,000,000. Fees are negotiable and may be discounted on a case-by-case basis. Clients may also incur brokerage and other transaction costs. The minimum household size on the date of account opening is $100,000, but this may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
89 Davis Rd, Ste 160, Orinda, CA, 94563
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anthony is the CEO of Crosspoint Capital Management, LLC, the parent company of Crosspoint Capital Strategies, LLC. He also serves as CEO and COO of Crosspoint Capital Strategies, LLC, providing investment advisory services and is an indirect owner through his ownership in the parent company.