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Highland Wealth Management Reviews
Posted on 2/23/24 at 4:44 pm
Posted on 2/23/24 at 4:44 pm
Anyone have experience working with this Baton Rouge company? Pros? Cons?
1
Posted on 2/24/24 at 11:22 am to bringonusc
I know some people who use them. They're relatively early in their retirements but have no complaints. The pros are that they appear to be professional and credentialed, meaning they probably know how far to push things before broaching not being fiduciaries. The cons are that they will take a percentage of your wealth.
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