Larry Hightower
Advisor at Hightower & Boler, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Hightower & Boler, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hightower & Boler, LLC
Location
Chicago, IL 60601
Credentials
CFP®, Series 63
Industry experience
29 years
Larry Hightower is a CFP® with 29 years of industry experience, currently serving as the sole advisor at Hightower & Boler, LLC since 2017. His prior experience includes roles at Protective Life Insurance and EverGreen Capital Management. He also serves on the board of the Carole Robertson Center for Learning, a nonprofit organization focused on child and family development. Hightower & Boler, LLC provides fee-only investment advisory services, financial planning, and tax preparation to individuals, high-net-worth clients, trusts, estates, and state or municipal government entities. The firm manages approximately $5.9 million in discretionary assets and offers customized investment strategies primarily using individual bonds and exchange-traded funds, with services notable for including institutional and government clients.
Based on Hightower & Boler, LLC
Based on Hightower & Boler, LLC
Financial planning fees ranging from $1,200 to $25,000 depending on plan complexity; tax preparation fees from $250 to $1,200 depending on client type.
$0 - $1,000,000: 1.20% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $4,000,000: 0.70% annually $4,000,001+: Negotiable
$300 per hour for financial consultative reviews and additional tax research beyond 2 hours.
Account minimum: $250,000 Fee-only: Investment advisory fees paid quarterly or monthly in advance; Financial planning fees range from $1,200 to $25,000 depending on service tier; hourly planning fees at $300 per hour; tax preparation fees $250 - $500 for individuals, $600 - $1,200 for trusts.
77 W Wacker Dr., Suite 4500
Chicago, IL 60601
Illinois
Hightower & Boler, LLC
2017 - Present (9 years)
Protective Life Insurance
2016 - 2021 (5 years)
EverGreen Capital Management
2016 - 2017 (1 year)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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