Highlight Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Highlight Advisors serves institutional asset pools, including for-profit businesses, insurance companies, and not-for-profit entities. The firm provides non-discretionary investment advisory and consulting services such as asset allocation, investment manager selection, investment policy development, performance analysis, and long-range strategic planning.
The firm develops customized asset allocation recommendations using proprietary capital market assumptions and a mix of quantitative and qualitative analysis to tailor investment structures and third‑party manager selections. Engagements are offered as project assignments, ongoing retainers, or hourly consulting, and the firm does not act in a discretionary capacity or take custody of client assets.
Noteworthy features relative to many peers include an explicit hourly-fee option alongside asset-based, project, and retainer arrangements and a clear focus on manager selection and oversight. Highlight Advisors also emphasizes strategic consulting beyond portfolio construction—providing performance benchmarking, implementation advice, and guidance on the infrastructure and staffing needed to run clients’ investment programs.
Client services
Financial planning
Portfolio management
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Wealth management
Occupation focus
Founder/Business Owner
Fee options
Fixed project fees typically range from $5,000 to $250,000; fixed annual retainer fees also offered
0.01% to 0.50% (negotiated per client)
$450 per hour
Ongoing retainer client relationships can be structured as fixed annual fees billed quarterly in arrears
Fee-only: Hourly rate of $450 per hour; fixed project fees ranging from $5,000 to $250,000; retainer fees as fixed annual fees or percentage of assets within typical ranges
Main office location
Highlight Advisors LLC
Westport CT, United States
Number of offices
1
Most active in
Highlight Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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