Assets Under Management
$657.8M
Number of Clients
152
Number of Advisors
2
Average Client AUM
$4.3M
AUM per Advisor
$328.9M
Compensation
Fee-Only (AUM)
Hi-Line Capital Management, LLC (HLCM) offers outsourced chief investment officer (OCIO) services primarily to healthcare provider entities and investment advisory services to institutions, advisors, and private clients. HLCM employs a value-based investment approach, seeking to reduce the risk of permanent capital loss.
Fees for Outsourced Chief Investment Officer (OCIO) services and Investment Advisory Services range from 0.25% to 0.75% annually, based on the size and complexity of the client and the scope of services provided. Fees are negotiable. These fees are exclusive of custody fees and other expenses.
25 1st Ave. Nw, Watertown, SD, 57201