Hightower 6m Holding, LLC

HighTower 6M Holding, LLC, operating as 6 Meridian, is a registered investment adviser specializing in financial planning, consulting, and investment management services. Established in December 2021, the firm is owned by HighTower Holding, LLC and manages approximately $2.42 billion in assets. Clients can engage in discretionary or non-discretionary management of their portfolios, with a focus on tailored services to meet individual needs and objectives. The firm offers a variety of financial planning services, including business planning, estate planning, and retirement planning. Investment strategies involve a mix of mutual funds, ETFs, individual securities, and alternative investments. Clients have full discretion over their decisions and are encouraged to communicate changes in their financial situation or objectives. Fees are asset-based, ranging from 0.50% to 1.00% annually, prorated and charged monthly. The firm may also charge flat consulting fees or negotiate fees for certain client holdings. HighTower 6M Holding, LLC acts as a sub-advisor for BlueArc Capital Management and Exchange Traded Concepts, LLC, providing investment management services for various funds. The firm follows a strict Code of Ethics and engages in best execution practices, including trade aggregation and directed brokerage. Clients receive regular account reviews and statements, and the firm does not compensate third-party solicitors for client referrals. HighTower 6M Holding, LLC exercises investment discretion and may vote client securities proxies in their best interest. The firm does not require minimum account balances and has not been involved in any disciplinary events.