Hightower was built to bring the benefits of scale and a depth of resources to firms operating with the autonomy and independence of advisor-owned practices.


One of the benefits of independence in the financial services world is the ability to obtain completely conflict-free research. Hightower does not have a house view that we must follow. Instead, Hightower provides access to some of the most respected research firms in the world, allowing us to build strategies we believe are best suited for you.


Hightower uses its scale and team of technologists to survey the landscape of software solutions available in the marketplace to help us pursue our mission. There are few limits to the types of technology we can access, whether its analytical software, performance reporting engines, financial planning tools, cybersecurity, etc.


We have entrusted Charles Schwab & Co., Inc. (Schwab) to be the primary custodian for our clients’ assets. Schwab has over $2.5 trillion of assets under management. Their financial strength and solutions-based approach are two key reasons we have chosen to work with them. Though we have chosen Schwab as our primary custodian, our open architecture allows us to custody assets at several other providers such as Fidelity and Pershing.


Leveraging its network of over 100 teams nationwide and a culture of collaboration, Hightower facilitates the sharing of collective wisdom and best practices — helping us deliver for clients.



We don’t have a fixed minimum investment level. That being said, our team puts a lot of work into creating customized wealth strategies for each of our clients. If asset levels are too low, our costs might not make sense for you. We typically work with clients with investable assets in excess of $1 million, but we also work with many younger investors with high incomes and aggressive savings goals.

Our cost is structured as a percentage of assets under management, charged in arrears on a quarterly basis. The cost schedule is variable based on the level of assets and the scope of our work. We believe in full transparency. As a result, you clearly see what we are being paid for the value we provide. We do not receive any hidden fees or other forms of compensation. Finally, there are no lock-ups or penalties if you decide to go in a different direction.

The account opening process is handled by our skilled client service team who does all the heavy lifting. Onboarding occurs after we’ve gone through the financial planning process, mutually determined that we are a fit, and have agreed on your wealth strategy.


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Hightower Advisors, LLC is a SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Some investment professionals may also be registered with Hightower Securities, LLC and offer securities through Hightower Securities, LLC, member FINRA/SIPC. You can check the background of our firm and investment professionals on brokercheck.finra.org. Unless otherwise indicated relative to a specific award or ranking, Hightower Advisors, LLC does not pay a fee to be considered for any ranking or recognition, but may have paid to publicize rankings obtained and disseminated prior to 11.4.2022. All awards / rankings / ratings obtained and distributed on or after 11.4.2022 will be accompanied by specific disclosure as applicable.

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