Highland Wealth Advisory offers portfolio management based on individual client goals and risk tolerance. They create investment plans and may request authority to make trades without client permission. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Highland Wealth Advisory primarily uses mutual funds, stocks, bonds, and ETFs.
Assets Under Management$27M
Clients59
Advisors1
Avg. per Client$460K
Avg. per Advisor$27M
Fee Structure
Highland Wealth Advisory charges a percentage of your portfolio's value each year. The percentage decreases as the value of your portfolio increases. For example, you'll pay 1.25% annually on the first $500,000. Fees are paid quarterly in advance, and you can cancel with fourteen days' written notice for a prorated refund.
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