Robert Perez
Robert Perez is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in St. Charles, IL, with 27 years of industry experience. Robert 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
100 Illinois Street, Suite 200, St. Charles, IL, 60174
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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
Robert has a DBA with OnPath Financial, LLC since 2009 and offers health insurance. He also spends about half his time providing financial plans for a fixed fee through HighPoint Advisor Group, LLC, and dedicates about 10-20% of his time to Elevation Wealth Management.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Highpoint Planning Partners
LPL Financial LLC
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Charter One Securities, INC.Broker
Banc One Securities CorporationBroker
Gruntal & CO. IncorporatedBroker
Dickinson & CO.Broker
Paulson Investment Company, INC.Broker
State Registrations19 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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