Hi2 Investment Management (HIML) provides ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. HIML creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. HIML advises on private equity and venture capital investments, using a growth capital strategy. HIML requests authority to make trades without asking for permission each time.
Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable. Qualified clients also pay a performance-based fee of 20% on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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