HB
HB

Hersh Bogner

28 Years of Experience
New York, NY
1 DisclosureBroker

Hersh Bogner is a registered investment advisor at Hightower Advisors, LLC, based in New York, NY, with 28 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

New York, NY

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History

Regulatory History (1)
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Customer Dispute
January 2011
Settled
Employment History
Current Registrations
Hightower Advisors, LLC
January 2011 - Present · 15 yrs 8 mos
Hightower Securities, LLCBroker
January 2011 - Present · 15 yrs 8 mos
Hightower Securities, LLC
January 2011 - Present · 15 yrs 8 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - January 2011 · 1 yr 7 mos
Citigroup Global Markets INC.Broker
April 1997 - June 2009 · 12 yrs 2 mos
State Registrations5 states
CAFLINNJNY
AdvisorBrokerBoth

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.