The Value of Financial Advice
Welcome to the future of financial advice. Advice can challenge our assumptions and beliefs, pushing us to think outside the box and consider new perspectives to make better decisions and avoid costly mistakes. It increases our chances of success, giving us the confidence that inspires personal and professional growth - financial freedom.
At HIGHLAND Financial Advisors, we are committed to providing advice and services that improve people’s lives. Our team of experts is dedicated to providing personalized financial planning, tax planning, and investment management to help you achieve your goals in pursuit of a meaningful life.
The Cost of Our Services
HIGHLAND Financial Advisors is a fee-only, registered investment advisor firm. Our cost of services includes all personalized financial planning, tax planning, and investment management services. The cost is 1% of the assets on the first $2,000,000, 0.75% on the next $1,000,000, only 0.50% of the assets from $3,000,000 to $10,000,000, and 0.25% of the assets from $10,000,000 to $50,000,000. We have a minimum annual fee of $10,000.
While many firms will claim to be transparent, we challenge you to find their fee structure on their website.
Please see our Firm ADV II/Firm Brochure for our complete disclosure information.
How We Help
At HIGHLAND Financial Advisors, “What We Do Matters” is not just a tagline but the foundation for all our work. What we do matters because we are dedicated to helping you make informed decisions about your money and achieve your dreams. We are an especially good fit for those experiencing life changes such as:
