Highmark Wealth Management LLC

HighMark Wealth Management LLC is a registered investment adviser firm established in July 2012 in Minnesota. The firm primarily offers investment advisory services to individuals, high net worth individuals, and retirement plans on a discretionary or non-discretionary basis. Clients can engage the firm for financial planning and consulting services on a stand-alone fee basis. The annual investment advisory fee ranges from 0.50% to 1.50% based on the market value of assets under management. HighMark's wrap fee program includes discretionary or non-discretionary investment management services for a specified annual advisory fee. The firm does not serve as an attorney or accountant and does not provide legal or accounting services. Clients have the option to engage in retirement plan consulting services, where the firm assists with investment selection and participant education. HighMark does not recommend the use of margin for investment purposes and does not accept performance-based fees. The firm's investment strategies include long-term purchases, short-term purchases, and trading. Clients receive quarterly account statements and regular reports on account activity and performance. The firm does not vote client proxies and does not solicit fees in advance exceeding $1,200 per client. For any questions, clients can contact Todd Arens, the Chief Compliance Officer.