Highland Financial Advisors, LLC
Assets Under Management
$503.8M
Number of Clients
318
Number of Advisors
5
Average Client AUM
$1.6M
AUM per Advisor
$100.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Highland Financial Advisors provides wealth management, investment management, and ERISA fiduciary investment management services. They develop financial plans and investment strategies based on client goals and risk tolerance, utilizing Modern Portfolio Theory. They also offer a non-advisory educational service for women going through divorce.
Fee Structure
Wealth Management fees range from 0.15% to 1.00% annually based on assets under management. Investment Management and ERISA Fiduciary Investment Management fees range from 0.15% to 0.80% annually. The firm bills quarterly in advance, with pro-rata refunds if canceled. A flat fee may be charged for certain clients until their assets reach a particular level. The "Before and Beyond Divorce" education service costs $2,000.
Areas of Practice
Location
1680 Route 23, Suite 210, Wayne, NJ, 07470
