Highland Consulting Associates provides investment advice, institutional retirement plan consulting, and family wealth services. For investment advisory clients, Highland helps develop an investment policy based on their individual needs and goals. For retirement plans, Highland assists with investment policy preparation, selection of investments, monitoring of investments, and employee communications. Family wealth services include preparing a written plan summarizing the client's current situation and providing recommendations.
Fee Structure
Highland's annual fees for investment advisory services are based on a percentage of the value of your portfolio and can vary depending on the scope of the engagement. Fixed fee arrangements may be negotiated. A minimum portfolio size is generally required, but this may be negotiable.