Highland Capital Advisors (HCA) offers investment portfolio management, retirement plan design, and financial planning services to individuals, families, businesses, and non-profit organizations. HCA creates customized investment strategies based on client goals and risk tolerance, utilizing various retail custodial platforms and a global institutional platform. HCA is committed to fostering long-term relationships and acting in the client's best interest.
Assets Under Management$24M
Clients105
Advisors1
Avg. per Client$230K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
All advisory fees charged by HCA are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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