Lake Highlands Capital Management manages client portfolios using proprietary research, investing in global equities. They aim to select securities with high risk/reward profiles while minimizing capital loss. Prior to investing, they discuss investment objectives and risk tolerance with clients to create a tailored Investment Policy Statement. They may also provide bespoke investment review/advisory services.
Assets Under Management$810K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$810K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.70% |
| $500K - $3.0M | 1.60% |
| $3M+ | 1.50% |
Management fees are negotiable and may differ from client to client. For qualified clients, Lake Highlands Capital will also charge a performance fee of 25% of outperformance over a 6% hurdle rate or 25% of outperformance versus the Russell 2000 index.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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