High Plains Investment Advisors (HPIA) manages investment portfolios for individuals, high net worth individuals, businesses, trusts, foundations, and charitable institutions. HPIA also provides participant education and advisory services to defined contribution retirement plans. HPIA's investment approach is based on economic theory and empirical research, typically utilizing institutional mutual funds, index mutual funds, and exchange-traded funds. HPIA also provides financial planning services in areas such as retirement, tax, asset transfer, asset protection, estate, social security, and charitable giving.
Assets Under Management$190M
Clients137
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$96M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.65% |
Maximum annual fee of $95,000. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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