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
2651 Warrenville Road, Suite 200, Downers Grove, IL, 60515
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 is a partner at HighPoint Planning, works with OnPath Financial and Doak Financial, all DBAs for his LPL business. He also works with Pinnacle Insurance Consulting Group, LLC and CPS - Pinnacle Insurance Group as an insurance specialist, and provides investment advisory services through Highpoint Advisor Group, LLC, spending nearly full-time on this activity. Brian also owns Doak Farms, LLC for tax/investment purposes, dedicating minimal time.