EW
EW

Eric Wilson

21 Years of Experience
Chicago, IL
BrokerSells Insurance

Eric Wilson is a registered investment advisor at Hightower Advisors, LLC, based in Chicago, IL, with 21 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 ActivitiesSells Insurance

Eric owns Wilson Financial Group, which is used to run expenses through and takes minimal time. He also has outside insurance appointments or brokerage contracts with several companies including Highland Capital, HCC, Oxford, Blue Cross, Emblem, Penn Mutual, and Hanleigh.

Employment History
Current Registrations
Hightower Advisors, LLC
March 2021 - Present · 5 yrs 2 mos
Hightower Securities, LLC
November 2019 - Present · 6 yrs 6 mos
Hightower Securities, LLCBroker
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
AXA Advisors, LLC
March 2005 - November 2019 · 14 yrs 8 mos
AXA Advisors, LLCBroker
March 2005 - November 2019 · 14 yrs 8 mos
AXA Advisors, LLCBroker
March 2004 - October 2004 · 7 mos
State Registrations10 states
CACTFLMNNJNYOHSDWAWI
AdvisorBrokerBoth

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.