HighRoad Wealth Advisers provides ongoing investment management and portfolio supervision tailored to each client's individual goals, time horizon, and risk tolerance. HighRoad Wealth Advisers creates a personalized Investment Policy Statement for each client and evaluates current investments to construct a suitable portfolio. The firm focuses on managing investments across stocks, bonds, mutual funds, exchange-traded funds, real estate investment trusts, and government securities. HighRoad Wealth Advisers maintains client accounts with Charles Schwab & Company as the custodian and operates on a discretionary basis, meaning the firm has the authority to make trades without asking the client first. HighRoad Wealth Advisers primarily serves individuals and high-net-worth individuals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $5.0M | 0.40% |
| $5M+ | 0.40% |
Fees are negotiable for accounts over $5,000,000. Fees are paid quarterly in advance.