Highlands Wealth Advisors (HWA) offers investment advice to individuals, high net worth individuals, trusts, and estates. HWA creates customized investment strategies based on your goals, risk tolerance, and financial situation. HWA constructs portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs), and may also use individual stocks and bonds. HWA monitors your portfolio and may reallocate positions to meet your objectives or due to market conditions.
Assets Under Management$33M
Clients23
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$33M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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