CA
CA

Contessa Archuleta

7 Years of Experience
Santa Fe, NM
May Earn Commission

Contessa Archuleta is a registered investment advisor at Hightower Advisors, LLC, based in Santa Fe, NM, with 7 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

150 Washington Avenue, Suite 201, Santa Fe, NM, 87501

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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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Employment History
Current Registrations
Hightower Advisors, LLC
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
The Rikoon Group, LLC
January 2019 - December 2024 · 5 yrs 11 mos
The Rikoon Group, LLC
April 2018 - December 2018 · 8 mos
State Registrations1 state
NM
Advisor

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.
Contessa Archuleta - Financial Advisor | TrueAdvisor