FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
At Highland Money Management, we aren't interested in developing a short-term relationship or charging you up-front commissions. Since we believe transparency is crucial in our mutual relationship, we offer an up-front and clear fee structure, based upon the size of your portfolio, starting at the maximum of 1.5%. We do not charge trade fees in addition to your asset management fees, unlike some other firms, yet we keep our fees very competitive. In our advisory portfolios, you will be billed monthly and fees will be paid directly from the custodian and these fees will appear on your monthly statement. When we meet, we will be happy to show you our entire fee structure and answer any questions that you may have.