Paige Daniel is a registered investment advisor at Highland Associates INC, based in Birmingham, AL, with 26 years of industry experience. Paige operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 73 clients with $20B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Highland Associates does not have a uniform fee schedule. Fees are negotiated with each client based on the type of advisory services and complexity. Fees are generally payable monthly in arrears.
Location
2545 Highland Avenue South, Suite 200, Birmingham, AL, 35205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Paige works as a consultant for Highland Associates, Inc., a registered investment advisor, dedicating nearly full-time hours to this role. She also serves as an Investment Committee Member for The Women's Fund, spending minimal time on this activity.
Employment History
Current Registrations
Highland Associates INC
Previous Registrations
Alps Distributors, INC.Broker
Highland Information Services, INC.Broker
Amsouth Investment Services, INC.Broker
Amsouth Asset Management, INC.
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.Broker
Cibc Oppenheimer CORP.Broker
Quick & Reilly, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.