MK
MK

Matthias Kuhlmey

24 Years of Experience
New York City, NY
Broker

Matthias Kuhlmey is a registered investment advisor at Hightower Advisors, LLC, based in New York City, NY, with 24 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.

Loading...

Location

300 Madison Avenue, 29th Floor, New York City, NY, 10017

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Hightower Advisors, LLC
January 2010 - Present · 16 yrs 4 mos
Hightower Securities, LLCBroker
November 2009 - Present · 16 yrs 6 mos
Previous Registrations
UBS Financial Services INC.Broker
September 2008 - November 2009 · 1 yr 2 mos
UBS International INC.Broker
April 2005 - November 2008 · 3 yrs 7 mos
Julius Baer Securities INC.Broker
February 2002 - April 2005 · 3 yrs 2 mos
State Registrations6 states
ALCAILMINYPA
AdvisorBroker

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.