Highland Wealth Advisors offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They also act as a solicitor, connecting clients with third-party money managers. Highland Wealth Advisors generally limits its investment advice to mutual funds, equities, bonds, and other securities. They do not participate in wrap fee programs.
Assets Under ManagementN/A
Clients22
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial Plans — $500 to $5,000, depending on the complexity of your situation and your needs.
- Hourly Consulting — $100 to $300 per hour.
One-Time Plan:$500 - $5,000
Hourly Rate:$100 - $300/hr
Loading...