Hightower & Boler, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,769,209
Total clients
14
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$554,944
About
Hightower & Boler, LLC is a fee-only registered investment advisor that serves individuals, high-net-worth clients, trusts and estates, and also provides services to state and municipal government entities. The firm offers discretionary investment management, tiered financial planning (basic and two levels of comprehensive planning), and tax preparation as separate services.
Portfolios are customized and primarily constructed using individual bonds and exchange-traded funds, with a generally long-term focus while allowing shorter-term trades for rebalancing or cash needs. The firm implements strategies directly and, when appropriate, via unaffiliated independent managers and uses an institutional custody platform to support portfolio management, including for institutional clients.
Compared with many solo independent advisors, Hightower & Boler manages a relatively small asset base (approximately $7.77 million across a small number of client relationships) yet includes uncommon client types such as state/municipal and other institutional clients. The firm’s brochure discloses a prior regulatory disclosure event—its principal’s 2015 registration denial related to unpaid state tax filings, which was subsequently resolved and lifted with a $500 administrative fine—and notes that tax preparation is provided as a separate business activity.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
General tax planning
Wealth management
Occupation focus
Retired
Fee options
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.
Main office location
Hightower & Boler, LLC
77 W Wacker Dr., Suite 4500
Chicago IL 60601, United States
Number of offices
2
Most active in
Hightower & Boler, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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