Craig Ibrahim
Craig Ibrahim is a registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 22 years of industry experience. Craig 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 Ste 200, Downers Grove, IL, 60515
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
Craig is involved in several business activities, primarily related to his LPL business and investment advisory roles through various DBAs and LLCs. He also dedicates minimal time to non-variable insurance through PWA Financial Services.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
Service 1 Financial Group
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
State Registrations53 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.