Highline Wealth Solutions provides personalized portfolio management and financial planning services. Highline Wealth Solutions builds customized investment portfolios using fundamental analysis and modern portfolio theory, aligning choices with each client's specific goals, time horizon, and risk tolerance. In addition to ongoing investment management, Highline Wealth Solutions offers comprehensive financial planning covering retirement, taxes, insurance, college savings, and debt management. Highline Wealth Solutions serves individuals and high-net-worth clients with no account minimums required to start.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $800K | 1.35% |
| $800K - $2.0M | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.55% |
Fees are generally negotiable. Pension consulting services are charged at a flat 0.50% annual rate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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