Highrise Wealth Management

Fee-Only (% of Portfolio)Fixed/Hourly

HighRise Wealth Management Corp (HWM) provides portfolio management based on individual client goals, including creating investment strategies and monitoring portfolios. HWM also offers pension consulting services to employee benefit plans. Additionally, HWM provides financial planning covering investments, insurance, taxes, retirement, college, and debt/credit. HWM generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities and private placements.

Assets Under Management$15M
Clients75
Advisors1
Avg. per Client$200K
Avg. per Advisor$15M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.20%
$100K - $1.0M1.00%
$1M+0.80%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm

Highrise Wealth Management | TrueAdvisor