HighPointe Wealth, led by Burton Grantham, offers financial planning and investment consultation services. Financial plans are customized and may include cash flow analysis, risk management, retirement planning, education planning, estate planning, tax planning, and divorce planning. Investment consultation services include portfolio design and assistance with accounts held at other institutions. Portfolio management services are also available, often involving the engagement of an institutional portfolio manager as a sub-advisor.
Assets Under Management$24M
Clients60
Advisors1
Avg. per Client$400K
Avg. per Advisor$24M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $1.5M | 0.75% |
| $1.5M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees are negotiable. Accounts may be aggregated for fee discounting within the same household.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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