LH
CFP
LH
CFP

Larry Hightower

29 Years of Experience
Chicago, IL
1 Disclosure

Larry Hightower is a CFP-designated registered investment advisor at Hightower & Boler, LLC, based in Chicago, IL, with 29 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 14 clients with $7.8M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
14 clients
Average Client Portfolio
$555K average
Assets Under Management
$7.8M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.20%
$1.0M - $2.0M0.90%
$2.0M - $4.0M0.70%
$4M+0.70%

Fees negotiable for accounts over $4,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

77 W Wacker Dr., Suite 4500, Chicago, IL, 60601

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History

Regulatory History (1)
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Regulatory
October 2015
Final
Other Business Activities

Larry is a board member for the Carole Robertson Center for Learning, a non-profit organization serving children and families. He spends a few hours per week providing direction to the organization's staff members.

Employment History
Current Registrations
Hightower & Boler, LLC
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Evergreen Capital Management INC
February 2016 - January 2017 · 11 mos
BMO Harris Financial Advisors, INC.Broker
July 2011 - April 2013 · 1 yr 9 mos
BMO Harris Financial Advisors, INC
July 2011 - April 2013 · 1 yr 9 mos
Ameriprise Financial Services, INC.
November 1998 - December 2010 · 12 yrs 1 mo
The Variable Annuity Marketing CompanyBroker
July 1998 - September 1998 · 2 mos
Ameriprise Financial Services, INC.Broker
April 1992 - December 2010 · 18 yrs 8 mos
Ids Life Insurance CompanyBroker
April 1992 - July 2006 · 14 yrs 3 mos
State Registrations1 state
IL
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.