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Fee Schedule(s)
Crosswind Investments is a fee-based advisory firm, which means our clients are charged a percentage of assets under management, or in some cases, an annual fee.
Professionally Managed Accounts
Under 2.5 Million 1%
2.5 Million to 5 Million 0.85%
Over 5 Million 0.75%
Flat Fee Accounts
Flat Fees are for those clients that enjoy more autonomy in the management of their own portfolios, but are still wanting guidance and professional assistance.
Flat Fees may also be suitable for high net worth clients and for those with portfolios over $5 million.
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Flat Fee's start at $7,500 annually and are dependent on client needs.
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