Brandon Kennedy is a registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 21 years of industry experience. Brandon 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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Brandon operates his LPL business under the DBA Kennedy Financial Group since 2008. He is also an IAR with Highpoint Advisor Group, LLC since 2015, dedicating nearly full-time hours during securities trading, and owns rental real estate, spending a few hours per week on it.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Highpoint Planning Partners
LPL Financial LLC
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
Hantz Financial Services, INC.Broker
State Registrations4 states
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