HIGHLAND Financial Advisors provides financial planning and investment advice to individuals, families, pension plans, and businesses. They offer wealth management for individuals and families, investment management for endowments and corporations, and ERISA fiduciary investment management for employer retirement plans. HIGHLAND Financial Advisors is compensated directly by clients and does not receive third-party compensation.
Assets Under Management$640M
Clients361
Advisors7
Avg. per Client$1.8M
Avg. per Advisor$91M
Fee Structure
HIGHLAND Financial Advisors offers investment management services where the annual cost ranges from 0.15% to 0.80% of the assets they manage. The fees are billed quarterly in advance. A pro-rata refund will be paid if the client cancels within any quarter.
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