Firm
Mile High Investments
Portsmouth, New Hampshire
Fee-only
Mile High Investments at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 121 individual clients, 43 of them high net worth.
- Its average account is about $844,000 (assets it manages divided by its 121 accounts).
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Portsmouth, New Hampshire |
|---|---|
| Website | milehighinvestments.net |
| Phone | (720) 244-2095 |
Mile High Investments fees
Mile High Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $102 million |
| Individual clients | 78 |
| High-net-worth clients | 43 |
| Accounts managed | 121 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 156545 |