Beverly Whitman
Beverly Whitman is a CFP-designated registered investment advisor at Highland Investment Advisors LLC, based in Brookfield, WI, with 12 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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% |
Charitable and non-profit organizations are charged 0.45%. Fees are negotiable based on relationship history, asset type, and portfolio size.
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.
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
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.
Exams
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