Highgate Group USA offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, which can include investment, retirement, portfolio review, asset allocation, and real estate planning. Financial planning is only offered to clients who are also using Highgate Group USA's asset management services.
Fee Structure
Highgate Group USA charges a percentage of your portfolio's value each year for investment management. The fee is calculated monthly and billed at the end of the month. The exact fee is negotiable and depends on factors like the investment advisor representative, the type of client, the complexity of the client's situation, the composition of the client's account, the potential for additional account deposits, the relationship of the client with the investment advisor representative, and the total amount of assets under management for the client.