Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HPAG charges fees based on assets under management, financial planning, and hourly consulting. Asset management fees range from 0% to 2.20% annually, billed quarterly in advance. Financial planning and consulting fees are charged hourly (up to $500/hour), as a fixed fee ($500 to $20,000), or as a retainer fee (up to $20,000 annually). Fees are negotiable based on the client's situation.
Areas of Practice
Advisor Information
Office location
Chicago, IL
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Ann operates HighPoint Planning Partners as a DBA for her LPL business and provides investment advisory services through HighPoint Advisor Group LLC, spending about three-quarters of her time on these activities. She also serves as a trustee for a family trust, dedicating minimal time to it.