Highview Capital Management offers wealth management services to individuals and other clients. These services include discretionary asset management and financial planning. Highview works with clients to understand their financial situation, goals, and risk tolerance. Based on this information, Highview creates an investment approach using stocks, bonds, ETFs, and other securities. Portfolios are monitored and rebalanced regularly.
Assets Under Management$360M
Clients73
Advisors4
Avg. per Client$5M
Avg. per Advisor$91M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.60% |
| $50M+ | 0.60% |
Fees negotiable above $50,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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