Kimberly Clouse
Kimberly Clouse is a registered investment advisor at Hightower Advisors, LLC, based in Brookline, MA, with 23 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
1318 Beacon Street, Suite #14A, Brookline, MA, 02446
Get directionsHistory
Regulatory History (1)
Regulatory
October 2014Other 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
Previous Registrations
Mariner Independent
Adviceperiod, LLC
Via Global Advisors LLC
Covestor LTD
Tpw Financial, INC.
Athena Capital Advisors LLC
Hale and Dorr Wealth Advisors
Ust Securities CORP.Broker
Goldman, Sachs & CO.Broker
Goldman, Sachs & CO.Broker
State Registrations1 state
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.