Mile High Investments, LLC
MA Fee schedule
Mile High Investments, LLC
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Table of Fees for Services
Carefully read Item 4 and Item 5 of Form ADV Part 2A (“Brochure”), as these sections of the Brochure contain important details about Mile High Investments, LLC advisory services and fees. Fees may be negotiable. The fees below will only apply to you when you request the services listed.
Fees Charged by Investment Adviser
Fee Amount
Frequency Fee is Charged
Services
Assets Under Management Fee
1.50%-0.25%
page1image45798848Quarterly in arrears
Portfolio Management for individuals and small businesses
Hourly Fee
Between $125 and $250
Arrears upon completion
Financial Planning Services
Subscription Fee
$0
N/A
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Fixed Fee
$250-$5,000
Arrears upon completion
Financial Planning Services
Commissions to the Adviser
$0
N/A
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Performance-based Fee
$0
N/A
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Other
$0
N/A
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Fees Charged by Third Parties
Fee Amount
Frequency Fee is Charged
Services
Third Party Money Manager
$0
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N/A
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Robo-Adviser Fee
$0
N/A
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Talk with your Adviser about fees and costs applicable to you
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Additional fees and costs to discuss with your Adviser
Additional Fees/Cost
Yes/No
Paid To
Brokerage Fees
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Yes
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Scottrade/Charles Schwab & Co., Inc./TD Ameritrade, Inc.
Commissions
No
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Custodian Fees
Yes
Scottrade/Charles Schwab & Co., Inc./TD Ameritrade, Inc.
Mark-ups
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No
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Mutual Fund/ETF Fees and Expenses
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Yes
Scottrade/Charles Schwab & Co., Inc./TD Ameritrade, Inc.
Effective September 3, 2019