Carla Reilly is a registered investment advisor at Highpoint Planning Partners, based in Orland Park, IL, with 26 years of industry experience. Carla 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
15255 S. 94th Avenue, Suite 500, Orland Park, IL, 60462
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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 Activities
Carla is a Registered Investment Advisor Representative (IAR) with HighPoint Advisor Group, LLC, providing investment advisory services since July 2021, dedicating about a quarter of her time. She also operates under the DBA HighPoint Planning Partners LLC, spending a few hours per week on this.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
Highpoint Advisor Group, LLC
Level Four Advisory Services
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Cco Investment Services CORP.
Cco Investment Services CORP.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Banc One Securities Corporation
Banc One Securities CorporationBroker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations5 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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