Michael Rohrwasser
Michael Rohrwasser is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Palatine, IL, with 39 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
220 North Smith Street, Suite 305, Palatine, IL, 60067
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2015Civil
June 2013Customer Dispute
July 2008Employment History
Current Registrations
Highpoint Planning Partners
Previous Registrations
LPL Financial Corporation
LPL Financial CorporationBroker
Vantage Financial Partners Limited
Long Grove Trading CO.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Kurk Financial Securities, INC.Broker
Kavanaugh Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
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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