Highland Capital Management specializes in managing equity and fixed income portfolios for individuals, high net worth individuals, charitable organizations, government entities, and retirement plans. Highland Capital tailors its advice to each client's needs, considering their assets, risk tolerance, and liquidity requirements. Highland Capital also participates in 401k employee enrollment meetings to educate employees about their investment options.
Assets Under Management$3.5B
Clients1,044
Advisors13
Avg. per Client$3.4M
Avg. per Advisor$270M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Highland Capital's fees are based on the market value of the assets they manage and are negotiable. Fees are payable quarterly. Here's a breakdown of the fees for different investment strategies:
- Traditional Equity Accounts:
- First $5,000,000: 1.00% per year
- Next $10,000,000: 0.75% per year
- In Excess of $15,000,000: 0.50% per year
- Traditional Fixed Income Accounts:
- First $10,000,000: 0.375% per year
- In Excess of $10,000,000: 0.25% per year
- Institutional Equity (Large Cap Value, Large Cap Growth, International):
- First $20,000,000: 0.50% per year
- Next $36,000,000: 0.375% per year
- Over $56,000,000: Negotiable
- Institutional Balanced:
- First $20,000,000: 0.50% per year
- Next $36,000,000: 0.375% per year
- Over $56,000,000: Negotiable
- Institutional Short-Term Fixed Income:
- First $50,000,000: 0.250% per year
- Next $100,000,000: 0.125% per year
- Next $150,000,000: 0.10%
- Over $300,000,000: Negotiable
- SMID Cap Core Alpha: 0.75% per year
- Core Plus strategy: 1.00% per year plus a 10.00% performance fee
- 401K ETF Models: 0.50% per year
Highland Capital has a minimum annual fee of $10,000.
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