SB
ChFC
SB
ChFC

Shaan Baren

3 Years of Experience
Los Angeles, CA
May Earn Commission

Shaan Baren is a ChFC-designated registered investment advisor at Hightower Advisors, LLC, based in Los Angeles, CA, with 3 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

10900 Wilshire Blvd 5th Floor, Los Angeles, CA, 90024

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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 Activities

Shaan is a 33% partner in Like Father Like Son LLC, an investment in a private commercial lending fund. He devotes no time to this activity during business hours.

Employment History
Current Registrations
Hightower Advisors, LLC
May 2022 - Present · 4 yrs
State Registrations1 state
CA
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.
Shaan Baren - Financial Advisor | TrueAdvisor