Beverly Whitman
Beverly Whitman is a CFP-designated registered investment advisor at Highland Investment Advisors LLC, based in Ponte Vedra, FL, with 11 years of industry experience. Beverly 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
466 Town Plaza Ave, Ste 330, Ponte Vedra, FL, 32081
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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 Activities
Beverly is a sole proprietor providing income tax preparation and planning services, dedicating full-time hours to this activity. She also owns Whitman Jr. Properties LLC, renting office space to her CPA practice.
Employment History
Current Registrations
Highland Investment Advisors LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Magdalein & Stratton Retirement Investment Strategies, LLC
State Registrations1 state
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