Spencer Betts
Spencer Betts is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Chicago, IL, with 25 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
200 W. Madison St., Suite 2500, Chicago, IL, 60606
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Spencer is a partial owner of Bickling Financial Services, Inc., where he works as a financial advisor, manages client assets, and serves as CCO, dedicating about a quarter of his time. He also owns part of Weld Greely, LLC, a real estate business holding their office space, and works as an agent selling fixed insurance products, dedicating minimal time to each.
Employment History
Current Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Hightower Securities, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Dietz & Lynch Capital
LPL Financial LLC
Bickling Financial Services, INC.
LPL Financial LLCBroker
State Registrations15 states
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