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How does the advisor help clients – Key Takeaways:
Highlander Capital Management LLC is a financial advisory firm that helps clients manage their financial assets and plan for their future. They offer a wide range of financial services, including investment management, retirement planning, and estate planning. Their team of experienced advisors provides personalized solutions to meet the unique financial needs of each client. Here are some key takeaways about how Highlander Capital Management helps their clients:
- Provides customized financial planning and investment management services
- Offers a team-based approach to wealth management
- Has a long-standing track record of success
- Takes a holistic approach to financial planning
- Offers a wide range of financial services to meet clients’ needs
Facts and Insights
Highlander Capital Management LLC was founded in 1992 and has been in business for over 28 years. The firm is headquartered in Kingston, New York and serves clients nationwide. Currently, they manage over $500 million in assets under management. Their team of advisors has a combined industry experience of over 100 years, providing clients with a wealth of knowledge and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 28 years |
Financial Services Offered
Highlander Capital Management LLC offers a wide range of financial services to help clients achieve their long-term financial goals. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Highlander Capital Management LLC caters to a diverse range of clients, including individuals, families, and small businesses. They also work with high net worth individuals, providing specialized wealth management solutions to meet their unique needs.
Fees & Compensation
Highlander Capital Management LLC charges a fee based on a percentage of assets under management. This fee structure aligns the advisor’s interests with that of the client, as the advisor’s compensation is directly tied to the client’s portfolio performance. They do not receive any commissions or third-party payments, ensuring that their advice is unbiased and in the best interest of their clients.
Background
Highlander Capital Management LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, they have a fiduciary duty to act in the best interest of their clients. This means they are legally obligated to put their clients’ interests above their own. Additionally, their team of advisors holds various professional designations and undergoes continuous education to stay up-to-date with industry trends and best practices.
Financial Advisor Disclosures to Know
Highlander Capital Management LLC has a clean record with no disclosures on their Form ADV, which is a required filing with the SEC. This means that they have not faced any disciplinary actions or legal disputes that may affect their ability to provide quality financial advice.
In conclusion, Highlander Capital Management LLC is a reputable financial advisory firm that provides personalized and comprehensive solutions to help clients achieve their long-term financial goals. With their experienced team, wide range of financial services, and strong commitment to their clients’ best interests, they are a trusted partner for individuals, families, and businesses seeking professional financial guidance.