Morgan Sarraf is a CFP-designated registered investment advisor at Hightower Advisors, LLC, based in Bethesda, MD, with 4 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
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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
7200 Wisconsin Ave. Suite 910, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hightower Advisors, LLC
State Registrations1 state
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