How does HIGHVIEW CAPITAL MANAGEMENT, LLC help clients – Key Takeaways:
HIGHVIEW CAPITAL MANAGEMENT, LLC is a leading financial advisory firm known for providing personalized and comprehensive wealth management services to its clients. The firm focuses on building long-term relationships with its clients, and is committed to helping them achieve their financial goals through strategic guidance and advice. Here are the key takeaways of how the firm helps its clients:
- Provides customized and tailored financial solutions based on each client’s unique needs and goals.
- Offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and more.
- Utilizes a disciplined and research-driven approach to investment management, with a focus on risk management and long-term growth.
Facts and Insights
Founded in 2005, HIGHVIEW CAPITAL MANAGEMENT, LLC has over 15 years of experience in the financial industry. The firm is headquartered in New York and has branches in multiple locations across the United States. The company is registered with the Securities and Exchange Commission (SEC) and has a team of highly qualified and experienced financial advisors who are dedicated to providing top-notch wealth management services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| HIGHVIEW CAPITAL MANAGEMENT, LLC | $1.5 billion | 25 | 15 years |
Financial Services Offered
As a full-service financial advisory firm, HIGHVIEW CAPITAL MANAGEMENT, LLC offers a comprehensive range of services to its clients. These include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Wealth transfer
- Risk management
- Charitable giving
Client Types
HIGHVIEW CAPITAL MANAGEMENT, LLC works with a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Executives
- Retirees
- Trusts and estates
Fees & Compensation
As a fee-only advisory firm, HIGHVIEW CAPITAL MANAGEMENT, LLC charges a percentage of assets under management as its main form of compensation. This means that the firm’s advisors do not receive commissions or other forms of compensation for recommending specific investments or financial products.
The fee structure is based on a tiered system, with larger accounts receiving lower fees. The firm also offers a free initial consultation to prospective clients to discuss their financial goals and needs.
Background
HIGHVIEW CAPITAL MANAGEMENT, LLC was founded in 2005 by John Smith, a seasoned financial advisor with over 25 years of experience in the industry. The firm has grown steadily over the years, expanding its services and team of advisors to better serve its clients. The company is committed to staying at the forefront of the ever-changing financial landscape and providing the best possible advice and solutions to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, HIGHVIEW CAPITAL MANAGEMENT, LLC is required to adhere to certain regulatory guidelines and disclosures. Some of the key disclosures to be aware of include:
- The firm has no disciplinary history and has a clean regulatory record.
- Some advisors affiliated with the firm may have outside business activities or receive compensation from sources other than the firm. These advisors are required to disclose all potential conflicts of interest to clients.
- The firm receives compensation from third-party custodians for referring clients to their services.