A complete list of active advisors currently associated with Highmark, LLC
Warmer can help you find a great advisor at Highmark, LLC or one who fits your needs even better.
Highmark serves individual and high‑net‑worth clients, as well as trusts and estates, providing discretionary asset management, financial planning, and retirement-plan advisory services. Like many supported firms, it generally charges percentage‑of‑AUM fees for ongoing portfolio management; as of December 31, 2025 the firm reports about $59.5 million in discretionary assets under management and roughly $37.0 million in assets under advisement across about 60 client relationships. The firm manages accounts on a discretionary basis, creating client‑specific investment policy statements and using a mix of fundamental, technical, cyclical analysis and modern portfolio theory to build portfolios; Highmark may engage sub‑advisors to implement agreed models and execute trades. Highmark requires clients to custody assets on a specific platform and subscribes to model portfolios from that platform’s Model Marketplace, conducts quarterly account reviews, and delivers custodian statements and transaction confirmations to clients. Notable distinctions for a two‑advisor firm include its dual ERISA practice — offering both limited 3(21) fiduciary advice and fully discretionary 3(38) investment manager services for retirement plans — and its operational reliance on a single custodial/model marketplace arrangement that deducts marketplace fees from the firm’s house account. The firm’s principals are also licensed insurance agents (approximately 5% of their time) and disclose separate commission compensation for insurance sales, and Highmark does not routinely vote client proxies, generally leaving proxy voting to clients unless assistance is requested.
To learn more about the advisors currently working at Highmark, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Brentwood, TN
| 21
| |
Brentwood, TN
| 21
|
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