LB
CFP
LB
CFP

Lewis Bennett

26 Years of Experience
Chicago, IL
May Earn Commission

Lewis Bennett is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Chicago, IL, with 26 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

200 W. Madison St., Suite 2500, Chicago, IL, 60606

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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 Activities

Lewis is a managing member of LBENN LLC for asset protection, a partner in Hibiscus Property Group (real estate holdings), and a member of DLB North Port LLC and Solomon Montlimar Holdings, LLC (both real estate holdings). He is also an investor in Epic Golf Club, LLC.

Employment History
Current Registrations
Hightower Advisors, LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Landsberg Bennett Private Wealth Management
August 2018 - December 2021 · 3 yrs 4 mos
Wells Fargo Advisors Financial Network, LLC
June 2012 - November 2018 · 6 yrs 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
June 2012 - November 2018 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 1999 - June 2012 · 13 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1999 - June 2012 · 13 yrs 1 mo
State Registrations1 state
FL
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.
Lewis Bennett - Financial Advisor | TrueAdvisor