Jonathan Marcus is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Lexington, MA, 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
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
Lexington, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan owns Toferan Inc dba Marcus Financial Advisors, a support company/DBA. He dedicates nearly full-time hours to this business, primarily during trading hours.
Employment History
Current Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Hightower Securities, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations8 states
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