Ann Greenberg is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Chicago, IL, with 14 years of industry experience. Ann is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9,258 clients with $4.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.20% |
Annual asset management fees range from 0% to 2.20% and are negotiable. LPL sponsored advisory programs have separate fee schedules with maximum annual fees ranging from 1.35% to 2.95%.
Fee Estimator
Location
Chicago, IL
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Regulatory 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.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Highpoint Planning Partners
Moneco Advisors
Moneco
LPL Financial LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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