RH
CFP
RH
CFP

Robert Harris

29 Years of Experience
Houston, TX
May Earn Commission

Robert Harris is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Houston, TX, with 29 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.

Loading...

Location

952 Echo Lane, Suite 460, Houston, TX, 77024

Get directions

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.

Learn about disclosures →
Other Business Activities

Robert owns a lake house and rents it out when he is not using it. He maintains the home as part of this activity, which began in 2018.

Employment History
Current Registrations
Hightower Advisors, LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Avidian Wealth Solutions, LLC
September 2019 - June 2023 · 3 yrs 9 mos
UBS Financial Services INC.
June 2000 - September 2019 · 19 yrs 3 mos
UBS Financial Services INC.Broker
June 2000 - September 2019 · 19 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1998 - July 2000 · 2 yrs 2 mos
Painewebber IncorporatedBroker
January 1997 - June 1998 · 1 yr 5 mos
Olde Discount CorporationBroker
August 1996 - January 1997 · 5 mos
State Registrations1 state
TX
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.
Robert Harris - Financial Advisor | TrueAdvisor