MB
CFP
MB
CFP

Mitchell Brill

23 Years of Experience
Boca Raton, FL
1 DisclosureMay Earn CommissionSells Insurance

Mitchell Brill is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Boca Raton, FL, with 23 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

Boca Raton, FL

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
October 2010
Other Business ActivitiesSells Insurance

Mitchell is an insurance agent with Mass Mutual and has authored a book. The filing does not specify the time commitment for either activity.

Employment History
Current Registrations
Hightower Advisors, LLC
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Altium Wealth Management
April 2022 - May 2023 · 1 yr 1 mo
Altium Wealth Management LLC
October 2010 - June 2022 · 11 yrs 8 mos
Park Avenue Securities LLC
February 2003 - October 2010 · 7 yrs 8 mos
State Registrations2 states
FLNY
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.