Highmark offers ongoing asset management services, creating investment strategies based on individual client goals, time horizons, and risk tolerance. They may hire sub-advisors to manage client assets. Highmark also provides financial planning services covering topics like retirement, investments, education, cash flow, risk management, and estate planning. They also offer services to retirement plans, acting as either a limited scope ERISA 3(21) fiduciary or an ERISA 3(38) investment manager.
Assets Under Management$60M
Clients60
Advisors2
Avg. per Client$990K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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