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Ashish Khanna

12 Years of Experience
Dallas, TX
2 Disclosures

Ashish Khanna is a registered investment advisor at Hightower Advisors, LLC, based in Dallas, TX, with 12 years of industry experience. Ashish operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 64,035 clients with $200B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1044 advisors
Number of Clients
64,035 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$198.6B

Fee Structure

Planning is included in investment management (also available separately)

Hightower Advisors charges fees that vary depending on the specific advisor and service used, typically calculated as a percentage of your portfolio. Fees may be structured as a flat percentage or through tiered rates where the percentage changes based on the size of your investments. Fees are generally billed quarterly or monthly, either in advance or in arrears. Specific fee schedules, minimum account sizes, and minimum annual fees are determined by individual advisor practices.

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Location

8411 Preston Road, Suite 700, Dallas, TX, 75225

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History

Regulatory History (2)
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Regulatory
May 2014
Final
Regulatory
May 2009
Final
Employment History
Current Registrations
Hightower Advisors, LLC
October 2020 - Present · 6 yrs
Previous Registrations
Frontier Investment Management CO
January 2016 - November 2020 · 4 yrs 10 mos
Larson Financial Group, LLC
February 2015 - December 2015 · 10 mos
Larson Financial Group, LLC
April 2014 - February 2015 · 10 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.
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