Highland Asset Management uses economic and market analysis to help individuals make financial decisions. Highland primarily manages assets, offering personalized investment services to individuals, trusts, and retirement accounts based on their objectives and risk tolerance. Highland invests in stocks, bonds, exchange traded funds (ETFs), or mutual funds. Stock investments focus on companies that have historically raised their dividends.
Assets Under Management$7.5M
Clients15
Advisors1
Avg. per Client$500K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable. Employees, ex-employees, and family members may receive significant discounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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