Highlands Asset Management is a registered investment advisor founded in 2003 and headquartered in Colorado. The firm builds customized investment portfolios for clients based on their individual financial goals, risk tolerance, time horizon, tax situation, and liquidity needs. Highlands Asset Management uses a bottom-up research approach focused on fundamental analysis to find companies trading below their intrinsic value. Portfolio management services include ongoing monitoring, quarterly reviews, and the authority to make trades without asking first. The firm serves individuals, trusts, corporations, pension plans, and charitable organizations.
Assets Under Management$4.2M
Clients11
Advisors1
Avg. per Client$380K
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:$30K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $30K | 2.00% |
| $30K - $100K | 2.00% |
| $100K - $250K | 1.00% |
| $250K - $500K | 0.75% |
| $500K+ | 0.50% |
Fees are non-negotiable, though exceptions may be made at the firm's sole discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...