BA
BA

Blair Anderson

33 Years of Experience
Traverse City, MI
1 DisclosureBroker

Blair Anderson is a registered investment advisor at Hightower Advisors, LLC, based in Traverse City, MI, with 33 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

10850 E. Traverse Hwy, Suite 3350, Traverse City, MI, 49684

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History

Regulatory History (1)
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
August 2010
Settled
Other Business Activities

Blair is a managing partner at KB Group & Midwest Storage, a management company for storage facilities, since 2018. Blair spends a few hours per week on this activity.

Employment History
Current Registrations
Hightower Advisors, LLC
February 2009 - Present · 17 yrs 3 mos
Hightower Securities, LLCBroker
February 2009 - Present · 17 yrs 3 mos
Previous Registrations
UBS Financial Services INC.
February 2006 - March 2009 · 3 yrs 1 mo
UBS Financial Services INC.Broker
December 1998 - March 2009 · 10 yrs 3 mos
Prudential Securities IncorporatedBroker
August 1992 - December 1998 · 6 yrs 4 mos
Painewebber IncorporatedBroker
June 1992 - July 1992 · 1 mo
State Registrations6 states
ILINMIMONJSC
AdvisorBrokerBoth

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.
Blair Anderson - Financial Advisor | TrueAdvisor