Unclaimed
James Holler is a financial advisor registered in Maine and New Hampshire, working with Hightower Advisors, LLC. James is a Chartered Financial Analyst (CFA) and specializes in providing portfolio management services for individuals, businesses, and investment companies. He also offers financial planning, pension consulting, and selection of other advisers. James's expertise helps individuals, businesses, and investment companies meet their financial goals.
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
NH
06/30/2023 - Present
Hightower Advisors, LLC (Portsmouth NH)
Active
Inactive
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