Advisor at Highview Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Highview Capital Management, LLC
Location
Buffalo Grove, IL 60089
Credentials
CFA®
Industry experience
3 years
Brian Vogler is a CFA® charterholder with three years of industry experience. He is currently with Highview Capital Management, LLC, where he has worked since 2022. His prior experience includes roles at Holman, Fitch Ratings, and Wheels, Inc. Highview Capital Management provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a variety of analytical methods to implement asset-allocation strategies tailored to client goals and risk tolerance, managing approximately $363.6 million in regulatory assets.
Based on Highview Capital Management, LLC
Based on Highview Capital Management, LLC
Financial planning fee as described above, minimum annual fee $10,000
$0 - $2,000,000: 1.00% $2,000,000.01 - $5,000,000: 0.75% $5,000,000.01 - $10,000,000: 0.60% $10,000,000.01 - $50,000,000: 0.60% (Flat Fee) $50,000,000.01+: Negotiable
Account minimum: $2,000,000 Minimum fee: $20,000 per year (may be waived in certain circumstances) Fee-only: Annual financial planning fee with a minimum of $10,000, structured as a flat fee paid quarterly; applicable in lieu of AUM fees in certain circumstances
2150 E. Lake Cook Road, Suite 820
Buffalo Grove, IL 60089
Illinois
Highview Capital Management, LLC
2022 - Present (4 years)
Holman
2021 - 2022 (1 year)
Fitch Ratngs
2020 - 2021 (1 year)
Wheels, Inc.
2015 - 2020 (5 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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