Hi-Line Capital Management, LLC

Fee-Only (% of Portfolio)

Hi-Line Capital Management (HLCM) offers investment strategies and outsourced chief investment officer (OCIO) services. The OCIO service provides executive-level investment leadership for institutions, primarily healthcare providers. HLCM also provides investment advisory services to institutions, advisors, and private clients, offering value-based investing strategies. HLCM does not generally tailor portfolios to clients but may allow reasonable restrictions on specific securities.

Assets Under Management$760M
Clients128
Advisors2
Avg. per Client$5.9M
Avg. per Advisor$380M

Fee Structure

Investment management only (planning not offered)

Hi-Line Capital Management (HLCM) offers investment advisory services where fees range from 0.25% to 0.75% annually. The fees are based on the scope of services, the amount of assets managed, and the overall relationship with HLCM. Fees are paid monthly at the end of each month.

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Location

2 Advisors at this firm