Carla Reilly is a registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 26 years of industry experience. Carla 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.
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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.