High Country Capital Management is a registered investment advisor based in Colorado that offers comprehensive financial planning, investment management, asset allocation, and consulting services. Operating as a fiduciary legally required to act in your best interest, High Country Capital Management builds customized portfolios primarily using no-load mutual funds, exchange-traded funds, and individual securities. The firm assists clients with retirement planning, cash flow management, tax strategies, and estate planning, working closely with individuals, high-net-worth families, business owners, and retirement plans. Clients work collaboratively with the team to establish an investment policy statement tailored to their personal goals, risk tolerance, and time horizon. High Country Capital Management does not custody client funds directly, instead recommending independent brokerage firms like Charles Schwab & Co. for asset custody and trade execution.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for portfolios over $10 million are negotiable. Grandfathered legacy clients from a prior acquisition may have a slightly different fee structure billed in advance.