Robert Eberlin is a registered investment advisor at Highpoint Planning Partners, based in Rosemont, IL, with 28 years of industry experience. Robert 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
5600 North River Road, Suite 800, Rosemont, IL, 60018
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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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Robert operates his LPL business under the DBA Eberlin Financial Services since 2014. He also provides investment advisory services through HighPoint Advisor Group, LLC as an IAR, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
Level Four Advisory Services
LPL Financial LLC
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Charter One Securities, INC.Broker
Investment Network, 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.