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Christopher Breitenbach

Highpoint Planning Partners
18 Years of Experience
St. Charles, IL
BrokerSells Insurance
View SEC Summary
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Christopher Breitenbach is a registered investment advisor at Highpoint Planning Partners, based in St. Charles, IL, with 18 years of industry experience. Christopher 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
—
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Location

10 West Illinois Street, Suite 120, St. Charles, IL, 60174

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Christopher is involved with Onpath Financial and Highpoint Planning Partners, LLC as a registered investment advisor. He also has a business entity for tax/investment purposes and spends minimal time on it, sells non-variable insurance, and works as an assistant soccer coach about 10-20% of his time.

Employment History
Current Registrations
Highpoint Planning Partners
December 2021 - Present · 4 yrs 10 mos
LPL Financial LLC
March 2014 - Present · 12 yrs 7 mos
LPL Financial LLCBroker
March 2014 - Present · 12 yrs 7 mos
Previous Registrations
Highpoint Planning Partners
March 2014 - December 2021 · 7 yrs 9 mos
Cb3 Financial Group, INC.
November 2011 - December 2015 · 4 yrs 1 mo
World Equity Group, INC.
January 2008 - March 2014 · 6 yrs 2 mos
World Equity Group, INC.Broker
December 2007 - March 2014 · 6 yrs 3 mos
State Registrations7 states
FLIAILINMITXWI
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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