Crossmark Global Investments, Inc

CRD#113360
Investment Advisor Firm

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Learn more about Crossmark Global Investments, Inc

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Crossmark Global Investments, Inc is located at 15375 Memorial Drive, Houston, TX. The firm employs 11 financial advisors to manage client portfolios and provide financial guidance. Crossmark Global Investments, Inc is not a registered broker-dealer.

    Crossmark Global Investments, Inc oversees $5.8 billion in assets under management across 5,613 accounts, of which 4,419 are discretionary and 1,194 are non-discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The firm caters to a diverse range of investors, including retail investors, high net worth investors, investment companies, pension plans, charitable organizations, state or municipal government entities, insurance companies, and corporations. Retail investors are the largest client type by accounts. The fee structure at Crossmark Global Investments, Inc is asset-based. The firm has 31 high net worth clients and maintains affiliations with a broker-dealer or securities dealer and an insurance company or agency.

    Crossmark Global Investments, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $5.8 billion

    Number of Advisors

    11

    Disclosures

    No

    Office Location

    15375 Memorial Drive
    Houston, TX 77079

    Crossmark Global Investments, Inc by the Numbers

    Total Assets Under Management

    $5.8 billion

    National Average: $8.6 billion
    Total Number of Employees

    45

    National Average: 64
    Total Number of Accounts

    5,613

    National Average: 375,227
    Average Account Size

    $1.0 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors usually are based on which service is provided. Fees billed by Crossmark Global Investments, Inc typically consist of the following fee structure: asset-based.Wrap fee programs, or the practice of bundling services for a single fee, are provided by Crossmark Global Investments, Inc.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm manages money for a broad range of customers. The firm caters to retail investors, high net worth investors, investment companies, pension plans, charitable organizations, state or municipal government entities, insurance companies, corporations, and other. Out of its 9 clients, Crossmark Global Investments, Inc's largest client type by number of accounts is charitable organizations, although it also manages money for 31 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 0.55%
    • Other Individuals - 72.3%
    • Corporations - 23.31%
    • Charitable Organizations - 3.84%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Crossmark Global Investments, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Crossmark Global Investments, Inc

    Kendahl Ross
    Houston, TX
    Stephen Mambuca
    Encino, CA
    Seth Gasick
    Franklin, TN
    Robert Thompson
    Houston, TX
    Zachariah Abercia
    Houston, TX
    Mary Meadows
    Houston, TX
    Patricia Mims
    Houston, TX
    Michelle Ruch
    Houston, TX
    Jared Cullivan
    Boston, MA

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    The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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