How does the advisor help clients – Key Takeaways:
- Help clients achieve financial goals through personalized strategies.
- Provide expertise in various financial areas such as investments, retirement planning, and risk management.
- Develop and maintain strong relationships with clients to understand their needs and goals.
- Continuously monitor and adjust client portfolios to ensure they align with changing market conditions and individual goals.
Facts and Insights
HIGHLAND CAPITAL ADVISORS, LLC is a financial advising firm dedicated to helping clients achieve their financial goals through personalized strategies. With a team of highly experienced advisors, the firm offers expertise in various financial areas such as investments, retirement planning, and risk management. With a client-centric approach, HIGHLAND CAPITAL ADVISORS, LLC develops and maintains strong relationships with clients to understand their needs and goals, providing tailored solutions to help them reach their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 10+ years |
Financial Services Offered
- Investment management and advisory services
- Retirement planning
- Estate planning
- Wealth management and preservation
- Education funding
- Tax planning
- Insurance planning
Client Types
- Individuals
- Families
- Businesses
- Trusts
- Charitable organizations
Fees & Compensation
HIGHLAND CAPITAL ADVISORS, LLC operates on a fee-based compensation structure, where clients pay a percentage of their AUM as an advisory fee. This aligns the interests of the firm with those of the clients, as the advisors’ compensation is directly tied to the performance of the client’s portfolio. This also ensures transparency as clients know exactly what they are paying for and eliminates potential conflicts of interest.
Background
Founded in 2010, HIGHLAND CAPITAL ADVISORS, LLC has over 10 years of experience in the financial industry. The firm is registered with the Securities and Exchange Commission (SEC) and operates as an independent registered investment advisor (RIA). This allows the firm to act in the best interest of its clients, without any affiliation to a specific bank or financial institution.
Financial Advisor Disclosures to Know
As a registered investment advisor, HIGHLAND CAPITAL ADVISORS, LLC is legally required to disclose any potential conflicts of interest to clients. This includes any fees or commissions received from third-party products or services recommended to clients. The firm also has a strict code of ethics and fiduciary duty, putting the clients’ interests above its own at all times.