Highland Consulting Associates International, INC.
Highland Consulting Associates International offers continuous investment advice tailored to each client's specific needs, goals, time horizons, and risk tolerance. The firm operates on both a discretionary and non-discretionary basis, meaning it can make trades on your behalf or consult you first depending on your agreement. Investment recommendations generally include mutual funds, exchange-traded funds, hedge funds, private equity funds, venture capital funds, and private placements. In addition to investment management, the firm provides family wealth planning services that cover personal records, budgeting, tax and cash flow analysis, insurance reviews, retirement strategies, and estate planning. Highland Consulting Associates International also offers institutional retirement plan consulting services for plan sponsors.
Fee Structure
Highland Consulting Associates International charges annual fees for investment advisory services based on a percentage of the assets they manage for you. The exact fee varies depending on the scope of the engagement and can be negotiated. Clients are invoiced in advance at the beginning of each calendar quarter based on the value of the account at the end of the previous quarter.