Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
265 clients
Average Client Portfolio
$343K average
Assets Under Management
$91.0M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M2.00%
$1.0M - $3.0M1.75%
$3.0M - $5.0M1.50%
$5.0M - $10.0M1.25%
$10M+1.00%

Fees are negotiable and may be discounted on a case-by-case basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee

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
Investment Management
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Advisor Information

Office location

89 Davis Rd, Ste 160, Orinda, CA, 94563

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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.

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Employment History
Current Registrations
Crosspoint Capital Management
June 2018 - Present · 7 yrs 7 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.