Assets Under Management
$26.3M
Number of Clients
43
Number of Advisors
N/A
Average Client AUM
$611K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Highway Financial Networks offers non-discretionary asset management, financial planning, and ERISA plan services. They provide ongoing portfolio management, financial planning & consulting, and Family Wealth Design® services. They also offer services to qualified retirement plans including 401(k) plans, 403(b) plans, pension and profit sharing plans, cash balance plans, and deferred compensation plans.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.60% |
| $1.0M - $3.0M | 1.40% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $15.0M | 1.00% |
| $15M+ | 0.80% |
Fees are negotiable and may result in different fees being charged for similar services. Lower fees for comparable services may be available from other sources.
2155 Larkspur Lane, Suite B, Redding, CA, 96002