Highlight Advisors provides investment consulting services to institutional clients, including for-profit businesses, insurance companies, and not-for-profit entities. Highlight Advisors offers non-discretionary investment advice and support, including asset allocation, investment manager selection, investment policy review and development, performance analysis, and strategic consulting. Services can be structured as projects or ongoing retainer relationships.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
One-Time Plan:$5,000 - $250,000
Hourly Rate:$450/hr
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