Heights Investment Partners provides investment advice and asset management services. They focus on helping clients grow and preserve their wealth through professional management of securities. They offer a model portfolio strategy and tailored asset management services based on individual client needs and risk tolerance. Heights Investment Partners manages assets on a discretionary basis, selecting securities and determining amounts to be bought or sold.
Assets Under Management$96M
Clients76
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$96M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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