Annamarie Mock is a CFP-designated registered investment advisor at Highland Financial Advisors, LLC, based in Wayne, NJ, with 7 years of industry experience. Annamarie 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 2 more. Their firm serves 361 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HIGHLAND Financial Advisors offers investment management services where the annual cost ranges from 0.15% to 0.80% of the assets they manage. The fees are billed quarterly in advance. A pro-rata refund will be paid if the client cancels within any quarter.
Contact
Annamarie Mock
Location
1680 Route 23, Suite 210, Wayne, NJ, 07470
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Highland Financial Advisors, LLC
State Registrations2 states
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