High Country Capital Management (HCCM) provides financial and investment planning, asset allocation, investment consulting, and retirement plan services. HCCM acts as a fiduciary and is compensated only by client fees. HCCM is independent and not affiliated with any broker/dealers or insurance agencies. HCCM's services begin after a formal agreement is signed.
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 may be negotiable on portfolios over $10 million. In 2016, HCCM purchased the business of Miller Financial Services, LLC and agreed to grandfather in the firm’s then-current fee schedule. By special arrangement, the fees for these clients are invoiced quarterly in advance are as follows: Up to $1,000,000: 1.25%, $1,000,000 - $2,000,000: 1.00%, $2,000,000 - $10,000,000: 0.80%, $10,000,000 - $999,999,999: 0.50%