Crosspoint Financial, LLC

Crosspoint Financial, LLC is a registered investment adviser based in Tustin, CA, established in 2017. The firm specializes in providing asset management and investment consulting services for various clients, including individuals and high net worth individuals. Crosspoint Financial acts as a fiduciary, always prioritizing clients' best interests. The firm offers services such as asset management, financial planning, and retirement plan consulting. For asset management, portfolios are tailored to meet individual investment goals and continuously monitored. Financial planning services cover various aspects like investment, retirement, estate, and tax planning. Retirement plan consulting includes services like establishing investment policy statements and monitoring investment options. The firm manages $138,445,327 on a discretionary basis as of December 31, 2024. Regarding fees, the maximum annual fee for asset management services is 1.50%, billed monthly based on account value. Financial planning services are charged on an hourly or flat fee basis, with hourly fees not exceeding $250 and flat fees ranging from $500 to $5,000. Retirement plan consulting fees are based on a percentage of plan assets under management, not exceeding 1.00%. Clients may incur additional charges from custodians for certain investments. Crosspoint Financial does not charge performance-based fees or engage in side-by-side management. The firm does not receive soft dollars in excess of what is allowed by regulations. Clients have the option to provide investment discretion to the firm, allowing it to execute transactions on their behalf. The firm does not accept proxy authority to vote client securities.