IH
CFP
IH
CFP

Izabela Hallett

27 Years of Experience
Portsmouth, NH
May Earn Commission

Izabela Hallett is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Portsmouth, NH, with 27 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

18 Congress Street, Suite 209, Portsmouth, NH, 03801

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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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Employment History
Current Registrations
Hightower Advisors, LLC
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
Vigilant Wealth Management
September 2018 - July 2023 · 4 yrs 10 mos
William BlairBroker
August 2014 - September 2018 · 4 yrs 1 mo
William Blair & Company L.L.C.
August 2014 - September 2018 · 4 yrs 1 mo
Roosevelt Investments
November 2010 - August 2016 · 5 yrs 9 mos
Unified Financial Securities, INC.Broker
June 2010 - August 2014 · 4 yrs 2 mos
William Blair & Company L.L.C.
January 2005 - August 2009 · 4 yrs 7 mos
William Blair & Company L.L.C.Broker
January 2005 - August 2009 · 4 yrs 7 mos
Managers Distributors, INC.Broker
October 2001 - December 2004 · 3 yrs 2 mos
Rorer Asset Management LLC
August 2001 - December 2004 · 3 yrs 4 mos
Cantor Fitzgerald & CO.Broker
June 2000 - February 2001 · 8 mos
Cantor Fitzgerald PartnersBroker
January 1999 - February 2001 · 2 yrs 1 mo
Cantor Fitzgerald SecuritiesBroker
September 1998 - February 2001 · 2 yrs 5 mos
First Albany CorporationBroker
August 1997 - September 1998 · 1 yr 1 mo
State Registrations2 states
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Advisor

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Exams
No exam information available for this advisor.