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Advisors / Texas / Dallas
26yrs

Ami Doshi

Financial advisor at Hightower Advisors

Based in Dallas, Texas, Ami Doshi is a fiduciary financial advisor with 26 years of industry experience. Ami has been with Hightower Advisors since 2020; before that, Ami spent a year at Frontier Investment Management. Hightower Advisors offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.

One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.

Dallas, TX 75225Top 23% by experience in TexasFiduciary advisor

At a glance

Experience26 years (since 2000)
How that compares ?Top 23% by experience in Texas
Office8411 Preston Road Suite 700, Dallas, TX 75225
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$2.85 million
Advisors at the firm1,039
States licensed ?1 state

Services through Hightower Advisors

Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2020 – now
  2. Oct 2019 – Nov 2020
    Frontier Investment Management COPreviously

Questions to ask Ami

Tailored to Ami’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Ami

How do I contact Ami?

Call Hightower Advisors at (312) 962-3800 and ask for Ami Doshi. Ami works from the Dallas, TX office.

How long has Ami been a financial advisor?

Ami has been in the industry since 2000, about 26 years. Top 23% by experience in Texas.

What licenses does Ami hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Ami a fiduciary?

Ami is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Ami paid?

Hightower Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Ami for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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