Highball Advisors manages investment portfolios based on clients' individual needs and goals. They also offer comprehensive financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Investment management clients work with a planner to develop and implement their plan, with ongoing monitoring and annual reviews.
Assets Under Management$72M
Clients62
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$72M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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