BA
CFP
BA
CFP

Benjamin Almeda

17 Years of Experience
Chicago, IL
2 DisclosuresBroker

Benjamin Almeda is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Chicago, IL, with 17 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 (2)
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.
Customer Dispute
July 2012
Settled
Customer Dispute
August 2006
Denied
Employment History
Current Registrations
Hightower Advisors, LLC
December 2024 - Present · 1 yr 7 mos
Hightower Securities, LLCBroker
December 2024 - Present · 1 yr 7 mos
Hightower Securities, LLC
December 2024 - Present · 1 yr 7 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
January 2022 - November 2024 · 2 yrs 10 mos
Charles Schwab & CO., INC.
January 2022 - November 2024 · 2 yrs 10 mos
TD Ameritrade Investment Management, LLC
May 2016 - September 2023 · 7 yrs 4 mos
TD Ameritrade, INC.
May 2016 - October 2022 · 6 yrs 5 mos
TD Ameritrade, INC.Broker
May 2016 - May 2024 · 8 yrs
Wells Fargo Advisors, LLC
June 2014 - April 2016 · 1 yr 10 mos
Wells Fargo Advisors, LLCBroker
June 2014 - April 2016 · 1 yr 10 mos
Amerivest Investment Management, LLC
January 2013 - June 2014 · 1 yr 5 mos
TD Ameritrade, INC.Broker
January 2013 - June 2014 · 1 yr 5 mos
TD Ameritrade, INC.
January 2013 - June 2014 · 1 yr 5 mos
VALIC Financial Advisors, INC.
September 2012 - January 2013 · 4 mos
VALIC Financial Advisors, INC.Broker
September 2012 - January 2013 · 4 mos
Capnet Securities CorporationBroker
April 2012 - August 2012 · 4 mos
Capnet Securities CorporationBroker
June 2011 - November 2011 · 5 mos
Capnet Securities CorporationBroker
April 2011 - May 2011 · 1 mo
Ameriprise Financial Services, INC.
July 2004 - February 2007 · 2 yrs 7 mos
Ameriprise Financial Services, INC.Broker
June 2004 - February 2007 · 2 yrs 8 mos
Ids Life Insurance CompanyBroker
June 2004 - July 2006 · 2 yrs 1 mo
State Registrations1 state
TX
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.
Benjamin Almeda - Financial Advisor | TrueAdvisor