Highland Investment Advisors (HIA) offers investment management services on both a discretionary and non-discretionary basis. HIA also provides financial planning and consulting services, including subscription-based planning. HIA may hire sub-advisors to manage client assets. HIA also offers a Professional Reimbursement Option (PRO) plan, which provides a credit for clients who engage with independent tax or estate planning professionals.
Assets Under Management$370M
Clients605
Advisors10
Avg. per Client$610K
Avg. per Advisor$37M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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