LK
CFP
LK
CFP

Laurie Kamhi

45 Years of Experience
Chicago, IL
Broker

Laurie Kamhi is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Chicago, IL, with 45 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
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

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
November 2013 - Present · 12 yrs 6 mos
Hightower Securities, LLC
November 2013 - Present · 12 yrs 6 mos
Hightower Securities, LLCBroker
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 1999 - November 2013 · 14 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1993 - November 2013 · 20 yrs 4 mos
Kidder, Peabody & CO. IncorporatedBroker
September 1984 - July 1993 · 8 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1981 - October 1984 · 3 yrs 1 mo
Dean Witter Reynolds INC.Broker
March 1981 - October 1981 · 7 mos
State Registrations4 states
FLNJNYUT
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.