Laurie Kamhi is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in New York City, NY, with 45 years of industry experience. Laurie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 64,035 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hightower Advisors charges fees that vary depending on the specific advisor and service used, typically calculated as a percentage of your portfolio. Fees may be structured as a flat percentage or through tiered rates where the percentage changes based on the size of your investments. Fees are generally billed quarterly or monthly, either in advance or in arrears. Specific fee schedules, minimum account sizes, and minimum annual fees are determined by individual advisor practices.
Location
300 Madison Avenue, 29th Floor, New York City, NY, 10017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Laurie is a board trustee and first vice president at The Sephardic Home and Rehabilitation Center, a volunteer position since 1998, dedicating about 10-20% of her time. Laurie is also a trustee for AJCNY.ORG, a charitable organization, since 2012, spending minimal time annually.
Employment History
Current Registrations
Hightower Advisors, LLC
Hightower Securities, LLC
Hightower Securities, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Kidder, Peabody & CO. IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations4 states
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
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