We haven’t a met a client yet who desired to pay more in taxes. The good news is that there are many sophisticated techniques for mitigating your annual burden. We work with your existing accountant or can help connect you to an experienced accountant to integrate your tax plan with your broader wealth strategies.
Estate planning is essential in ensuring your legacy, but documents drafted, signed, and finalized with an estate attorney are just pieces of paper if no accompanying action is taken to execute on the actual estate plans. We work with your existing attorney or can help connect you to an experienced attorney to help create and protect your legacy.
*Disclosure: Ken Alber is a current client of Hightower Las Vegas.
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.