FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.
For starters, each of our advisors has an Accredited Investment Fiduciary® (AIF®) designation. We believe that you deserve a fiduciary level standard of care and the AIF® designation is a formal example of our commitment. Pairing this with each of our advisors 20+ years of experience in the field, you know your money is in good hands.
When you decide to work with someone on our team, you work with us, the person, not just the company. For many of our competitors, if an advisor leaves their company, often times you remain a client of the company rather than the advisor. Changes like this can be frustrating and time consuming. If you develop a relationship with an advisor at our firm, you can rest assured that if there were changes in the future, you wouldn't need to start over with a new advisor.
Our fees are very competitive. We have a maximum rate of 1.5% on our advisory business, so you can be confident that you will receive personalized service and competitive pricing always. For more information on our fees, you can find those here.
We run our business in an independent firm. We are not tied to a specific parent company that favors in-house products. We align our clients with appropriate products, regardless of what company they may be from. With a massive amount of products to choose from, we are certain that we can find the appropriate product for your unique needs.
We are not interested in selling you commission-based products or developing a short-term relationship. At Highland Money Management, when we invest in you, its for the long-term. And with our fee structure, we only do better when you do better. We believe transparency is key in building trust in our relationship, so don't hesitate to ask any questions you may have about our products and services. To learn more about us, check out Our Team and Our Company pages!