HighMark Wealth Management offers investment advisory services on a discretionary or non-discretionary basis, and financial planning and consulting services. Investment advisory fees include investment management and, if requested, financial planning. They also offer a wrap fee program that includes trade execution, custody, reporting, and investment management for a single annual fee. HighMark may recommend unaffiliated independent investment managers, including FirstLight Asset Management, which presents a conflict of interest.
Assets Under Management$520M
Clients346
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$130M
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Fee Structure
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 - $1000K | 1.00% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are negotiable and may vary based on several factors. Similarly situated clients could pay different fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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