Assets Under Management
$243.0M
Number of Clients
179
Number of Advisors
3
Average Client AUM
$1.4M
AUM per Advisor
$81.0M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Highstone Group (HSG) provides individualized investment advice based on client's needs, including asset allocation and specific investment recommendations. They offer asset management and investment consulting services. HSG generally manages assets on a non-discretionary basis, utilizing equity and fixed income investments. Consulting services are offered on an hourly-fee basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
4205 Dover Road, Richmond, VA, 23221