HIGHLAND Financial Advisors offers wealth management, investment management, and retirement plan services. For individuals and families, HIGHLAND Financial Advisors builds customized financial plans that incorporate cash flow, taxes, insurance, and long-term goals, paired with portfolio management based on Modern Portfolio Theory. For businesses and retirement plans, HIGHLAND Financial Advisors provides specialized oversight and fiduciary guidance. The firm is independently owned and works on a fee-only basis, meaning it does not accept commissions, referral fees, or third-party product kickbacks. HIGHLAND Financial Advisors uses Charles Schwab as its primary custodian for client accounts. In addition to core wealth management, the firm offers a specialized educational program called "Before and Beyond Divorce" designed to help women navigate the financial aspects of separation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees range from 0.15% to 1.00% for individual wealth management and 0.15% to 0.80% for institutional or corporate accounts, depending on the size and complexity of the portfolio.
