Highland Investment Advisors provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and non-profits. Highland Investment Advisors builds customized investment portfolios using a philosophy called "GRIP" (Growth, Risk Reduction, and Inflation Protection) and academic research including Modern Portfolio Theory. The firm offers both discretionary investment management (where they make trades on your behalf) and non-discretionary management, along with services like direct indexing and managing accounts held away at other institutions. In addition to investment management, Highland Investment Advisors offers comprehensive financial planning covering retirement, taxes, insurance, cash flow, and estate planning. The firm also features a Professional Reimbursement Option that provides management fee credits to help clients cover fees paid to independent tax and estate planning professionals. Highland Investment Advisors generally requires a minimum account size of $500,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Charitable and non-profit organizations are charged 0.45%. Fees are negotiable based on relationship history, asset type, and portfolio size.