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
CFP®, Series 63
Industry experience
6 years
Nicklaus Streit is a CFP® with six years of industry experience, currently serving as an advisor at Highview Capital Management, LLC since 2020. Prior to this, he worked at BMO Private Bank for five years. Highview Capital Management LLC provides discretionary wealth management and financial planning to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a variety of analytical methods to implement asset allocation strategies and emphasizes ongoing monitoring and rebalancing tailored to clients’ goals and risk tolerance.
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
2020 - Present (6 years)
BMO Private Bank
2015 - 2020 (5 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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