About Highline Wealth Management

Highline provides these "concierge" services, as well as more traditional adviser roles, for an annual fee of 1% of assets up to $5 million. Clients with larger portfolios pay less than 1% of assets, Mr. Simon said.

He rejects advisory business models based on performance fees, saying: "They create incentives for the adviser to take too much risk."
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Headquarters
Plymouth Meeting Pennsylvania, United States
Revenue
$25 Million
Employees
51 to 200
Industry
Links
Highline Wealth Management website