Crossmark Global Investments, INC.
Assets Under Management
$7.0B
Number of Clients
6,209
Number of Advisors
20
Average Client AUM
$1.1M
AUM per Advisor
$349.9M
Compensation
Fee-Only (AUM)
About This Firm
Crossmark is a privately owned SEC-registered investment advisor offering model-driven investment advice and discretionary investment management services. They manage assets for individuals, institutions, and registered investment companies, including the Crossmark ETFs and Steward Funds.
Fee Structure
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.
Areas of Practice
Location
15375 Memorial Drive, Suite 200, Houston, TX, 77079