JP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
73 clients
Average Client Portfolio
$275.9M average
Assets Under Management
$20.1B
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
Highland's fees are negotiated on a per-client basis and vary depending on the advisory services and complexity of each client. Fees are generally payable monthly in arrears. Clients are responsible for fund manager and custodian fees, as well as brokerage and other transaction costs. One-time fees may be negotiated for ad hoc projects.
Areas of Practice
Investment Management
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Advisor Information
Office location
2545 Highland Avenue South, Suite 200, Birmingham, AL, 35205
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Highland Associates INC
January 2019 - Present · 7 yrs
Previous Registrations
Regions Investment Management, INC.
January 2008 - October 2018 · 10 yrs 9 mos
Amsouth Asset Management, INC.
April 2005 - January 2008 · 2 yrs 9 mos
State Registrations1 state
AL
Advisor
Exams
No exam information available for this advisor.