Highland Associates INC
Assets Under Management
$20.1B
Number of Clients
73
Number of Advisors
2
Average Client AUM
$275.9M
AUM per Advisor
$10.1B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Highland Associates offers comprehensive consulting services to institutional investors, including investment services, reporting services, and business services. They provide implemented consulting, discretionary services, and designated investment services. Highland manages assets on both a discretionary and non-discretionary basis.
Fee Structure
Highland does not have a uniform fee schedule. Fees are negotiated on a per-client basis and vary based on the type of advisory services and the complexity of each client. 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
Location
2545 Highland Avenue South, Suite 200, Birmingham, AL, 35205