Highland Capital Management, LLC

Assets Under Management

$3.5B

Number of Clients

1,044

Number of Advisors

11

Average Client AUM

$3.4M

AUM per Advisor

$321.7M

Compensation

Fee-Only (AUM)

About This Firm

Highland Capital Management specializes in managing equity and fixed income portfolios for various clients. They tailor advisory services to individual client needs, considering assets, risk tolerance, and liquidity. Highland participates in 401K employee enrollment meetings and manages portfolios in wrap fee programs.

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
Minimum Annual Fee:$10,000
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Location

850 Ridge Lake Blvd, Suite 205, Memphis, TN, 38120

11 Advisors at this firm

Highland Capital Management, Llc | TrueAdvisor