HighPass Asset Management (HPAM) is a fee-only investment advisory firm that provides financial planning, investment management, and wealth management services. HPAM works with clients to understand their financial needs and provides advice-driven solutions. HPAM manages client assets on a discretionary basis, primarily using exchange-traded funds (ETFs), individual stocks, and mutual funds. HPAM may also provide retirement, cash flow, estate, and tax planning services.
Fee Structure
HighPass Asset Management (HPAM) manages investments for an annual fee based on a percentage of the value of your portfolio. The annual fee ranges from 0.65% to 1.50%, depending on the amount of assets managed, the complexity of the project, and the scope of services. The fee is charged quarterly, in advance.