Highview Capital Management offers wealth management services that combine discretionary portfolio management with personalized financial planning and consulting. When working with clients, Highview Capital Management begins by discussing current financial situations, resources, goals, and risk tolerance to develop a customized investment approach. Portfolios may include individual stocks, bonds, exchange-traded funds, options, mutual funds, and private market investments. Highview Capital Management continuously monitors portfolios and rebalances them as needed. Clients can place reasonable restrictions on the types of investments held in their accounts. Highview Capital Management primarily serves individuals, high-net-worth individuals, trusts, estates, charitable organizations, and businesses.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.60% |
| $50M+ | 0.60% |
Fees are negotiable and subject to a $20,000 minimum annual fee.