Hi-Line Capital Management, LLC

Fee-Only (% of Portfolio)

Hi-Line Capital Management is a registered investment advisor founded in 2009 and located in Watertown, South Dakota. Hi-Line Capital Management provides investment management and advisory services to institutions, other advisors, and private clients, with a particular focus on offering executive-level investment leadership (Outsourced Chief Investment Officer services) to healthcare provider entities. Hi-Line Capital Management uses a value-based investment approach rooted in fundamental analysis, seeking to identify securities selling below their estimated intrinsic value to reduce the risk of permanent capital loss. The firm offers several proprietary investment strategies, including treasury management, government income, income advantaged, inflation protected, intrinsic value equity, and global equity strategies. Portfolios are managed on a discretionary or non-discretionary basis, and Hi-Line Capital Management generally recommends Charles Schwab as the qualified custodian for client assets.

Assets Under Management$760M
Clients128
Advisors2
Avg. per Client$5.9M
Avg. per Advisor$380M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.75%

Fees range from 0.25% to 0.75% annually depending on the scope of services, level of assets, and overall relationship. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

2 Advisors at this firm

Hi-Line Capital Management, LLC - Fees, AUM & Advisors | TrueAdvisor