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.