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Our Fees

HighPass Asset Management is a fee-only advisor. In all cases, our sole source of revenue is the fee that we receive from clients.

As fee-only advisors we expressly do not receive commissions, 12B-1 fees, awards, finder's fees, bonuses or other forms of compensation resulting from the implementation of investment recommendations on a client's behalf.

Clients appreciate that our fees are transparent and easy to understand. Specifically, our fees are charged to clients as a percentage of assets under management. The fee is on a sliding scale based upon the amount of assets managed. Financial & estate planning are typically one-time fees charged as a fixed amount based upon the complexity of the project.

Let's Get Acquainted Free Complimentary Meeting

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

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