Ronald Shih
Ronald Shih is a registered investment advisor at Highpoint Planning Partners, based in Chicago, IL, with 40 years of industry experience. Ronald 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
1136 South Delano Ct W, Suite 201, Chicago, IL, 60605
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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 ActivitiesSells Insurance
Ronald is involved with RSM Financial Solutions, Eugene Cohen Agency, Midwest Certified Insurance, and Crump Insurance Agency. He also works full-time providing investment advisory services through HighPoint Advisor Group, LLC, an independent investment advisor firm, and operates under the DBA HighPoint Planning Partners.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
Level Four Advisory Services
New England Securities Corporation
New England SecuritiesBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The O.N. Equity Sales CompanyBroker
Sun Investment Services CompanyBroker
New England Securities CorporationBroker
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.