Answer a few questions and
get matched with an advisor.
About this Advisor
Scott Krase is the founder and president of CrossPoint Wealth, a independent, fee-only firm based in Lisle, Illinois. Prior to founding his firm in 2016, Krase spent 18 years training and educating financial advisors on how to create portfolios. He taught advisors about financial products like mutual funds, ETFs and annuities through seminars and dinner meetings. He then decided to shift to working with investors because he believed investment management could be done better and because he wanted to spend more time with his family. In addition to running his firm, Krase also has a blog, Common Financial Sense, that has been featured in outlets like Fox Business, ETF Trends and Nasdaq. Krase is a certified ETF advisor (CETF) and holds Series 6 and Series 63 licenses.
Krase offers investment planning and wealth management to his clients, who he communicates with 10 to 12 times a year. He specializes in serving high-net-worth individuals, families and business owners. Krase prefers his clients to have at least $125,000 in investable assets to open or maintain an account with him. He charges his clients 1% to 1.5% on investable assets like IRAs, 401(k) rollovers, Roth IRAs and inheritance, as well as non-qualified planning strategies.
Krase says that his firm, which offers investment advisory services through the SEC-registered registered investment advisor Global Financial Private Capital, LLC, uses a holistic approach to investment management and retirement planning. The firm offers financial guidance based strictly on clients’ needs, values, objectives and goals, and manages risk through risk-based models. According to Krase, the most common investing mistake he sees is investors making emotionally charged decisions.
Certifications and Registrations
Years of Experience
Advisor Certifications and Licenses
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Investment Planning
- Wealth Management
Scott Krase Work History
Scott has 25 years of experience.
Keeley Asset Management
ProFund Advisors LLC
Strong Capital Management
Scudder Kemper Investments
Scott has no disclosures.
Please visit his SEC profile for more details.