Crosspoint Capital Management
Assets Under Management
$91.0M
Number of Clients
265
Number of Advisors
2
Average Client AUM
$343K
AUM per Advisor
$45.5M
Compensation
Fee-Only (AUM)
About This Firm
Crosspoint Capital Strategies offers tailored advisory services to high-net-worth individuals, families, wealth advisers, pensions, unions, family offices, and corporations. Services include investment selection based on suitability, asset allocation, and performance monitoring. They also provide a weekly market sentiment newsletter.
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. Clients will never be charged a total management fee over the 3% industry average.
Fee Estimator
Crosspoint Capital Strategies charges management fees based on a percentage of assets under management. For sub-advisory relationships, fees range from 0.60% to 1.50%. Fees are negotiable and may be discounted on a case-by-case basis. Clients will never be charged a total management fee over the 3% industry average.
Areas of Practice
Location
89 Davis Rd, Ste 160, Orinda, CA, 94563