Crossmark Wealth Management, LLC
Assets Under Management
$1.1B
Number of Clients
670
Number of Advisors
4
Average Client AUM
$1.7M
AUM per Advisor
$277.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Crossmark Wealth provides investment advice and discretionary investment management services based on individual client needs. They allocate client capital to other investment managers and their products, including affiliated companies. The firm utilizes both proprietary and non-proprietary products in developing investment programs. They offer asset allocation and investment advice covering various securities.
Fee Structure
The advisory fees are negotiable and vary depending on the type and level of service, account size, and complexity of the investment program. Fees typically take the form of an annual percentage of assets managed, not exceeding 1% annually, assessed quarterly. Fees are calculated quarterly in advance based on the assets under management at the end of the preceding quarter. Employees, their family members, and persons affiliated with indirect owners of Crossmark Wealth are charged a lower fee.
Areas of Practice
Location
15375 Memorial Drive, Suite 200, Houston, TX, 77079