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Benjamin Posen

Hightower Advisors, LLC
28 Years of Experience
Calabasas, CA
2 Disclosures
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Benjamin Posen is a registered investment advisor at Hightower Advisors, LLC, based in Calabasas, CA, with 28 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. 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.

Hightower Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1045 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

23975 Park Sorrento, Suite 230, Calabasas, CA, 91302

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History

Regulatory History (2)
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
January 2003
Denied
Customer Dispute
February 2002
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Benjamin is an independent board member for CNL Strategic Capital Fund, a private equity fund, dedicating minimal time. He also serves as a trustee for irrevocable trusts.

Employment History
Current Registrations
Hightower Advisors, LLC
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Lindbrook Capital, LLC
May 2011 - September 2025 · 14 yrs 4 mos
Oppenheimer & CO. INC.
November 2007 - May 2011 · 3 yrs 6 mos
Oppenheimer Asset Management
April 2003 - November 2007 · 4 yrs 7 mos
Fahnestock Asset Management
January 2003 - April 2003 · 3 mos
Cibc World Markets CORP.
December 1997 - January 2003 · 5 yrs 1 mo
State Registrations1 state
CA
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.
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