Highland Capital Management, LLC
Assets Under Management
$3.5B
Number of Clients
1,044
Number of Advisors
11
Average Client AUM
$3.4M
AUM per Advisor
$321.7M
Compensation
Fee-Only (AUM)
About This Firm
Highland Capital Management, LLC is an investment advisory firm managing equity and fixed income portfolios for individuals, high net worth individuals, charitable organizations, state or municipal government entities, 401K, pension/profit sharing plans, trusts, corporations & businesses. They tailor advisory services to individual client needs, considering assets, risk tolerance, and liquidity. The firm does not provide personal financial planning services.
Fee Structure
Highland Capital calculates fees based on the market value of assets under management. Fees are negotiable and payable quarterly. The brochure lists different fee schedules for various investment strategies, including traditional fixed income, traditional equity, institutional equity, institutional balanced, institutional short-term fixed income, SMID Cap Core Alpha, and Core Plus. There is a minimum annual fee of $10,000 for Institutional Short-Term Fixed Income. The Core Plus strategy includes a performance fee. Account minimums apply to some strategies. Clients also incur brokerage commissions and potential custody fees. Fees are negotiable.
Areas of Practice
Location
850 Ridge Lake Blvd, Suite 205, Memphis, TN, 38120