Highpoint Planning Partners
Assets Under Management
$4.0B
Number of Clients
8,096
Number of Advisors
113
Average Client AUM
$494K
AUM per Advisor
$35.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
HighPoint Advisor Group offers asset management, financial planning, and consulting services. They develop personalized investment policies and manage portfolios based on client goals, objectives, and risk tolerance. Financial planning covers cash management, risk management, insurance, education funding, retirement, estate, and charitable gift planning.
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
Location
2651 Warrenville Road, Suite 200, Downers Grove, IL, 60515