Highgate Financial Partners (HFP) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. HFP creates an Investment Policy Statement for each client to guide investment decisions. Financial planning services are included with portfolio management. HFP generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected/inflation linked bonds, commodities, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$12M
Clients18
Advisors1
Avg. per Client$660K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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