Unclaimed
James Elliott is a financial advisor associated with Hightower Advisors, LLC. James is registered with the state of Texas as an Investment Advisor Representative. James has been in the industry for 8 years and has worked at Ernst & Young, Teak Tree Capital Management, and Hightower. James is a Certified Financial Planner and specializes in retirement planning, college savings, insurance and estate planning. James's office is located at 5600 Clearfork Main Street Suite 450, Fort Worth, TX 76109. James is also registered with the state of Texas as an Investment Advisor Representative for Hightower Advisors, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
TX
12/03/2021 - Present
Hightower Advisors, LLC (Fort Worth TX)
Active
Inactive
Not sure James Elliott is the right advisor for you? Invested Better is here to help.