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