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Natasha Titova

Highpoint Planning Partners
20 Years of Experience
San Diego, CA
1 DisclosureBroker
View SEC Summary
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Natasha Titova is a registered investment advisor at Highpoint Planning Partners, based in San Diego, CA, with 20 years of industry experience. Natasha 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.

Highpoint Planning Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
114 advisors
Number of Clients
9,258 clients
Average Client Portfolio
$517K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.20%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

600 W Broadway, Suite 700, San Diego, CA, 92101

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
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 11 mos
LPL Financial LLCBroker
December 2020 - Present · 5 yrs 10 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 Registrations8 states
CAFLILMANVORTXWA
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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