Highstone Group (HSG) provides investment advice and portfolio management to individuals, businesses, and retirement accounts. HSG creates personalized investment plans based on your financial situation, goals, and risk tolerance. HSG offers both investment management and consulting services. Investment recommendations are limited to products offered through Silver Oak Securities, Inc.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. The range within which fees for investment supervisory and/or portfolio management services generally fall is between 0.50% and 2.0% annually. No investment advisory fees will be incurred and charged on insurance products including annuity contracts where a commission has been earned for one full year (twelve months) from the date of the purchase transaction.