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Ben Wilson

36 Years of Experience
Chicago, IL
3 DisclosuresMay Earn CommissionSells Insurance

Ben Wilson is a registered investment advisor at Hightower Advisors, LLC, based in Chicago, IL, with 36 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1028 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

Fee Structure

Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.

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Location

200 W. Madison St., Suite 2500, Chicago, IL, 60606

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2012
Withdrawn
Customer Dispute
November 2005
Settled
Customer Dispute
April 2004
Settled
Other Business ActivitiesSells Insurance

Ben is an insurance agent and investment advisor with Wealth Trust Arizona RIA. He also serves on the board of directors for the Boys & Girls Club, dedicating minimal time to fundraising and other activities, and is a partner at Wealth Trust-AZ, providing clients with insurance solutions, dedicating minimal time.

Employment History
Current Registrations
Hightower Advisors, LLC
December 2021 - Present · 4 yrs 9 mos
Previous Registrations
Hightower Advisors, LLC
November 2018 - July 2021 · 2 yrs 8 mos
Hightower Securities, LLCBroker
October 2018 - July 2021 · 2 yrs 9 mos
Purshe Kaplan Sterling InvestmentsBroker
April 2008 - October 2018 · 10 yrs 6 mos
Wealthtrust Arizona
December 2006 - March 2019 · 12 yrs 3 mos
Aig Financial Advisors, INC.Broker
October 2005 - April 2008 · 2 yrs 6 mos
Wealth Trust - Arizona LLC
November 2002 - December 2006 · 4 yrs 1 mo
Sunamerica Securities, INC.Broker
August 1996 - October 2005 · 9 yrs 2 mos
The Advisors Group, INC.Broker
February 1992 - August 1996 · 4 yrs 6 mos
Sunamerica Securities, INC.Broker
December 1990 - January 1992 · 1 yr 1 mo
New England Securities CorporationBroker
October 1987 - January 1989 · 1 yr 3 mos
State Registrations1 state
AZ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Ben Wilson - Financial Advisor | TrueAdvisor