High Flows Capital Group provides financial advice and investment management to individuals, households, trusts, estates, charitable organizations, foundations, high net worth individuals, retirement accounts, retirement plans, institutions, and small to mid-sized businesses. They create diversified asset allocation models for clients and offer a wrap fee program.
Assets Under Management$2M
Clients11
Advisors1
Avg. per Client$180K
Avg. per Advisor$2M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Qualified clients may be charged a negotiable performance-based fee, up to 30% of profits generated. Fees are negotiable on a case-by-case basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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