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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees are negotiable.