Daniel Mccabe
Daniel Mccabe is a registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 37 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 8,096 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HighPoint Advisor Group charges an annual fee based on the value of your portfolio, ranging from 0% to 2.20%. This fee is billed quarterly in advance. If you end your agreement before the quarter is over, you'll receive a prorated refund for the remaining days.
Location
2651 Warrenville Road, Suite 200, Downers Grove, IL, 60515
Get directionsHistory
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 ActivitiesSells Insurance
Daniel sells life insurance and long-term care, dedicating minimal time to this activity. He is also a registered investment advisor doing business as McCabe Financial Group, spending about half of his time on this.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
First Chicago Nbd Investment Services, INC.Broker
Alliance Fund Distributors, INC.Broker
First Chicago Investment Services, INC.Broker
Heidtke & Company, INC.Broker
Rjo Securities, INC.Broker
State Registrations10 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.