Highbrook Capital Partners (HCP) provides investment advice and financial planning to individuals, high-net-worth individuals, pension plans, and businesses. HCP offers portfolio management tailored to each client's goals and risk tolerance. HCP also provides pension consulting services and broad-based financial planning, including cash flow, tax, retirement, portfolio, insurance, education savings, and estate analysis. HCP generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, and private placements.
Assets Under Management$240M
Clients89
Advisors4
Avg. per Client$2.6M
Avg. per Advisor$59M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees and account minimum ($1,000,000) may be reduced or discounted based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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