Mile High Investments offers portfolio management services based on each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client to help select a suitable portfolio. Mile High Investments also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$100M
Clients121
Advisors1
Avg. per Client$840K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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