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Rachel Margulis

Hightower Advisors, LLC

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About Rachel Margulis

Rachel Margulis is a registered Investment Advisor Representative with Hightower Advisors, LLC. Rachel has been in the financial services industry since July 2008. Rachel's areas of specialization include Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, and Selection of Other Advisers. Prior to joining Hightower Advisors, LLC, Rachel was employed by WealthTrust Fairport, LLC in Cleveland, Ohio.

Firm Information

Rachel Margulis is currently registered with Hightower Advisors, LLC. Hightower Advisors, LLC is a financial advisor headquartered in CHICAGO, IL. They provide financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. The firm has approximately 130,239,337,374 USD in regulatory assets under management. Hightower Advisors, LLC serves high-net-worth individuals, corporations or other businesses, charitable organizations, pension and profit-sharing plans, insurance companies, individuals other than high-net-worth, banking or thrift institutions, and state or municipal government entities.
Hightower Advisors, LLC

200 W. MADISON ST.

CHICAGO, IL 60606

$130.24B

Assets Under Management

100

Total Clients

889

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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treasury management for corporate clients

Treasury management for corporate clients

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retainer or service fees or some combination of 1, 2, 4, 5 & 7

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Rachel Margulis’s Registration & Firm History

OH

05/29/2019 - Present

Hightower Advisors, LLC (Cleveland OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachel Margulis.
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