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Kimberly Clouse

Hightower Advisors, LLC
24 Years of Experience
Brookline, MA
1 Disclosure
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Kimberly Clouse is a registered investment advisor at Hightower Advisors, LLC, based in Brookline, MA, with 24 years of industry experience. Kimberly 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
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

1318 Beacon Street, Suite #14A, Brookline, MA, 02446

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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.
Regulatory
October 2014
Final
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Other Business Activities

Kimberly is a board member and head of the women's recruiting initiative for YPO Gold New England since 2021. She also serves on the Vanguard Advisor Steering Committee.

Employment History
Current Registrations
Hightower Advisors, LLC
October 2024 - Present · 2 yrs
Previous Registrations
Mariner Independent
May 2022 - September 2024 · 2 yrs 4 mos
Adviceperiod, LLC
November 2020 - March 2022 · 1 yr 4 mos
Via Global Advisors LLC
November 2014 - October 2020 · 5 yrs 11 mos
Covestor LTD
October 2013 - May 2015 · 1 yr 7 mos
Tpw Financial, INC.
March 2012 - January 2013 · 10 mos
Athena Capital Advisors LLC
January 2009 - February 2011 · 2 yrs 1 mo
Hale and Dorr Wealth Advisors
August 2005 - April 2008 · 2 yrs 8 mos
Ust Securities CORP.Broker
January 2002 - June 2005 · 3 yrs 5 mos
Goldman, Sachs & CO.Broker
November 1999 - March 2000 · 4 mos
Goldman, Sachs & CO.Broker
June 1993 - August 1995 · 2 yrs 2 mos
State Registrations1 state
MA
Advisor

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Exams
No exam information available for this advisor.
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