WH
CFA · CFP
WH
CFA · CFP

William Hill

19 Years of Experience
Houston, TX
Broker

William Hill is a CFA, CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Houston, TX, with 19 years of industry experience. William is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 64,035 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1044 advisors
Number of Clients
64,035 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$198.6B

Fee Structure

Planning is included in investment management (also available separately)

Hightower Advisors charges fees that vary depending on the specific advisor and service used, typically calculated as a percentage of your portfolio. Fees may be structured as a flat percentage or through tiered rates where the percentage changes based on the size of your investments. Fees are generally billed quarterly or monthly, either in advance or in arrears. Specific fee schedules, minimum account sizes, and minimum annual fees are determined by individual advisor practices.

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Location

4400 Post Oak Parkway, Suite 2600, Houston, TX, 77027

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

William is a member of Up Sign, LLC, which owns a billboard, and he dedicates minimal time to administrative duties. He also serves as Chair of the Board of Trustees for River Oaks Baptist School Endowment, spending minimal time per quarter reviewing investment portfolios.

Employment History
Current Registrations
Hightower Advisors, LLC
November 2018 - Present · 7 yrs 11 mos
Hightower Securities, LLCBroker
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Hightower Private Client
August 2017 - December 2018 · 1 yr 4 mos
Salient Capital L.P.Broker
July 2014 - September 2018 · 4 yrs 2 mos
Salient Capital Advisors, LLC
July 2014 - October 2017 · 3 yrs 3 mos
J.P. Morgan Securities LLCBroker
September 2012 - May 2014 · 1 yr 8 mos
Makefield Securities CorporationBroker
February 1994 - November 1999 · 5 yrs 9 mos
State Registrations7 states
CACTDCLANYTXWA
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.
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