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
200 South Wacker Drive, Suite 3100, Chicago, IL, 60606
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 ActivitiesSells Insurance
Brian operates Highpoint Planning Partners and Highpoint Advisor Group, LLC, which are investment-related. He also sells non-variable insurance products, including life and long-term care insurance, through Leader Partners, Inc., dedicating a few hours per week.