Highlands Asset Management offers investment management services, building customized portfolios based on each client's financial goals, risk tolerance, and other individual needs. Investment decisions are based on fundamental analysis and the intrinsic value of companies. Highlands Asset Management monitors portfolios, provides quarterly updates, and offers ongoing monitoring services.
Assets Under Management$2.3M
Clients11
Advisors1
Avg. per Client$210K
Avg. per Advisor$2.3M
Fee Structure
Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Management fee is non-negotiable, however, there may be exceptions at the firm's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...