Scott Keipper is a PFS-designated registered investment advisor at Highland Investment Advisors LLC, based in Brookfield, WI, with 19 years of industry experience. Scott 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
175 Patrick Blvd., Suite 120, Brookfield, WI, 53045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Highland Investment Advisors LLC
Previous Registrations
Professional Management of Milwaukee, INC.
State Registrations2 states
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