Highland Financial is a registered investment advisor based in Provo, Utah, offering personalized portfolio management services. Highland Financial builds customized investment strategies based on each client's specific goals, risk tolerance, time horizon, and financial situation. The firm creates a personalized investment policy statement for every client and manages portfolios across mutual funds, individual stocks, bonds, closed-end mutual funds, and exchange-traded funds. Highland Financial operates with discretionary authority to make investment trades on behalf of clients. The firm serves high-net-worth individuals, trusts, small businesses, and charitable organizations with no account minimum. In addition to investment management, the firm's sole owner, Trevor Kuresa, operates a separate legal practice through Hibiscus Legal, maintaining strict ethical separation and conflict-of-interest policies between legal and advisory services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fees are not negotiable. The fee is charged as a flat annual rate of 0.50% across all portfolio values.