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Natasha Titova

Highpoint Planning Partners
20 Years of Experience
Downers Grove, IL
1 DisclosureBroker
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Natasha Titova is a registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 20 years of industry experience. Natasha 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.

Highpoint Planning Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
112 advisors
Number of Clients
8,096 clients
Average Client Portfolio
$494K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

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.

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Location

2651 Warrenville Road, Suite 200, Downers Grove, IL, 60515

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History

Regulatory History (1)
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Customer Dispute
April 2020
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Natasha is a Registered Investment Advisor (IAR) doing business as Chase Enterprises Financial and through HighPoint Advisor Group, LLC. She dedicates full-time hours to these investment advisory services.

Employment History
Current Registrations
Highpoint Planning Partners
November 2021 - Present · 4 yrs 6 mos
LPL Financial LLCBroker
December 2020 - Present · 5 yrs 5 mos
Previous Registrations
Highpoint Planning Partners
March 2021 - December 2021 · 9 mos
Level Four Advisory Services
January 2021 - March 2021 · 2 mos
LPL Financial LLC
December 2020 - December 2020 · 0 mos
LPL Financial LLCBroker
January 2017 - October 2020 · 3 yrs 9 mos
LPL Financial LLC
January 2017 - October 2020 · 3 yrs 9 mos
J.P. Morgan Securities LLCBroker
October 2014 - January 2017 · 2 yrs 3 mos
J.P. Morgan Securities LLC
October 2014 - January 2017 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2012 - September 2014 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2011 - September 2014 · 2 yrs 9 mos
Banc of America Investment Services, INC.Broker
March 2007 - January 2009 · 1 yr 10 mos
Banc of America Investment Services, INC.
March 2007 - January 2009 · 1 yr 10 mos
Banc of America Investment Services, INC.
April 2002 - March 2005 · 2 yrs 11 mos
Banc of America Investment Services, INC.Broker
September 2001 - March 2005 · 3 yrs 6 mos
Wells Fargo Investments, LLCBroker
May 2001 - August 2001 · 3 mos
Wells Fargo Securities INC.Broker
March 2001 - May 2001 · 2 mos
Banc of America Investment Services, INC.Broker
January 2001 - August 2001 · 7 mos
Northwestern Mutual Investment Services, LLCBroker
February 2000 - May 2000 · 3 mos
Robert W. Baird & CO. IncorporatedBroker
February 2000 - May 2000 · 3 mos
State Registrations7 states
CAILMANVORTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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