John Davila
John Davila is a registered investment advisor at Highpoint Planning Partners, based in Naperville, IL, with 24 years of industry experience. John 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
1807 W Diehl Rd #105M, Naperville, IL, 60563-1890
Get directionsHistory
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 ActivitiesSells Insurance
John sells non-variable and health insurance through various agencies, dedicating about 10% of his time to this in 2010. He also operates John M. Davila and Associates LLC, processing securities and non-variable insurance business, and dedicates nearly full-time hours to providing investment advisory services through HighPoint Advisor Group, LLC.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
LPL Financial LLC
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations31 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.