Advisor at HIGHLAND Financial Advisors, LLC
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Firm
HIGHLAND Financial Advisors, LLC
Location
Wayne, NJ 07470
Credentials
CFP®
Industry experience
7 years
Anna Marie Mock is a CFP® professional with seven years of experience, currently serving as an advisor at HIGHLAND Financial Advisors, LLC since 2014. She is part of a seven-advisor team based in Wayne, NJ. HIGHLAND Financial Advisors provides wealth management and investment services to individuals, high-net-worth families, trusts, endowments, pension and profit-sharing plans, and small business entities. The firm employs a Modern Portfolio Theory-based approach with strategic asset allocation, using broadly diversified mutual funds and ETFs, and offers integrated tax support and educational programs for clients.
Based on HIGHLAND Financial Advisors, LLC
Flat fee of $2,000 for the "Before and Beyond Divorce" educational service.
$0+: 0.15% to 1.00% annually for Wealth Management services $0+: 0.15% to 0.80% annually for Investment Management services $0+: 0.15% to 0.80% annually for ERISA Fiduciary Investment Management services
Minimum fee: For certain client circumstances, a flat fee may be charged until Assets Under Management reach a particular level to cover Wealth Management Services. Fee-only: Flat fee of $2,000 total for the four-part educational service "Before and Beyond Divorce", payable in two installments.
1680 Route 23, Suite 210
Wayne, NJ 07470
New Jersey · Texas
HIGHLAND Financial Advisors, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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