Highland Capital Advisors (HCA) offers investment consulting services to retirement plan sponsors and other institutional investors. HCA also offers an optional "Implemented Solutions" service to individual and institutional clients, where HCA assists with implementing investment plans with some discretionary authority. HCA helps clients develop investment plans, design investment strategies, select investment funds, and monitor performance. HCA's advice is restricted to open-end funds, collective trust funds, variable annuities, money market funds, and 3rd party separate account managers.
Assets Under ManagementN/A
Clients133
Advisors5
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.70% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Fees are subject to customization considering the size and complexity of the portfolios and the specific scope of services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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