Michelle Juras
Michelle Juras is a ChFC-designated registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 20 years of industry experience. Michelle 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.20% |
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
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.
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 Activities
Michelle is involved in several investment-related businesses, including Professional Wealth Advisors, PWA, Highpoint Planning Partners LLC, HighPoint Advisor Group, LLC, and Equilibrium Wealth Management, LLC. She dedicates a full-time commitment to these activities.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Highpoint Planning Partners
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
Metlife Investors Distribution CompanyBroker
Msi Financial Services, INC.
Metlife Securities, INCBroker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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
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