Ira Schack
Ira Schack is a CFP-designated registered investment advisor at Highland Wealth Advisors, LLC, based in Roslyn Heights, NY, with 10 years of industry experience. Ira operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 22 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Plans — $500 to $5,000, depending on the complexity of your situation and your needs.
- Hourly Consulting — $100 to $300 per hour.
Location
165 Roslyn Road, Roslyn Heights, NY, 11762
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ira is the solo owner of a law firm specializing in trusts and estates, and also works as an independent insurance agent. He dedicates a significant amount of time to insurance sales and is a part owner of Cornerstone Wealth Advisors, where he sells life, disability, and long-term care insurance policies.
Employment History
Current Registrations
Highland Wealth Advisors, LLC
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.