HighRoad Wealth Advisors provides investment management services where they make investment decisions for you based on your goals and risk tolerance. They also offer financial planning, which may include reviewing your will, estate plans, investments, taxes, retirement income, and college planning. This planning service is provided at no additional cost. HighRoad also provides services to retirement plans.
Assets Under Management$190M
Clients111
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.25% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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