Robert Dignan
Robert Dignan is a CFP-designated registered investment advisor at Highland Investment Advisors LLC, based in Ponte Vedra, FL, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 605 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual fee is negotiable based upon certain criteria. Charitable/Non-profit Organizations fee is 0.45%.
Fee Estimator
Location
466 Town Plaza Ave, Ste 330, Ponte Vedra, FL, 32081
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert owns Next Chapter Financial Planning, LLC, which coordinates his independent business operations and insurance activities. He is also an insurance agent licensed in Wisconsin and an elected member of the School Board for the East Troy Community School District.
Employment History
Current Registrations
Highland Investment Advisors LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Midland Financial Advisors, INC.
Mcsherry Anderson
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
State Registrations6 states
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.