HyLine Wealth Solutions offers portfolio management and financial planning services. Investment management involves creating tailored portfolios using stocks, bonds, ETFs, mutual funds, and other securities. Financial planning includes retirement planning, education planning, and investment analysis. These services help clients manage their financial resources based on their goals and objectives. HyLine Wealth also provides retirement plan consulting to employer plan sponsors.
Assets Under Management$87M
Clients201
Advisors1
Avg. per Client$430K
Avg. per Advisor$87M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Only assets above the respective break-points are subject to the discounted rate. Minimum annual fee of $1,200 may apply. Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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