Keith Murphy
Keith Murphy is a registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 34 years of industry experience. Keith 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
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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.
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Keith operates Murphy Wealth Management as a DBA for his LPL business and is an IAR for HighPoint Advisor Group, LLC, spending full-time hours on securities trading. He also has Murphy Wealth Management LLC as a business entity for tax/investment purposes, dedicating about half his time to it.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
LPL Financial LLC
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations27 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.