JH
CFP
JH
CFP

Joseph Hayes

19 Years of Experience
North Andover, MA
May Earn CommissionSells Insurance

Joseph Hayes is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in North Andover, MA, with 19 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1028 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

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.

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Location

100 Andover Bypass Street, Suite 201, North Andover, MA, 01845

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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 ActivitiesSells Insurance

Joseph is involved in brokerage, life, and health sales since 1995, dedicating about 10-20% of his time. During SEC trading hours, this reduces to approximately 20 hours per month.

Employment History
Current Registrations
Hightower Advisors, LLC
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Boston Hill Advisors, LLC
October 2012 - November 2023 · 11 yrs 1 mo
MML Investors Services, LLC
April 2006 - September 2012 · 6 yrs 5 mos
State Registrations1 state
MA
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.
Joseph Hayes - Financial Advisor | TrueAdvisor