Hightower & Boler, LLC offers investment advice and financial planning to individuals, high net worth individuals, state or municipal government entities, trusts, and estates. Hightower creates customized investment strategies based on your goals, risk tolerance, and financial situation, using individual bonds, exchange-traded funds (ETFs), and individual stocks. Hightower also offers financial planning services, including comprehensive and basic financial plans, and consultative financial reviews. Hightower may refer clients to other specialists like accountants and attorneys.
Assets Under Management$7.8M
Clients14
Advisors1
Avg. per Client$550K
Avg. per Advisor$7.8M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.70% |
| $4M+ | 0.70% |
Fees negotiable for accounts over $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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