Joshua Sands
Joshua Sands is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 17 years of industry experience. Joshua 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 (1)
Regulatory
September 2019Other Business ActivitiesSells Insurance
Joshua operates Core Wealth Planning as a DBA for his LPL business since 2013. He is also a Crypto Tax Reconciliation Specialist, dedicating about a quarter of his time, and an IAR with HighPoint Advisor Group, also dedicating about a quarter of his time. Finally, Joshua is an agent for Financial Brokerage Inc, spending minimal time.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
Level Four Advisory Services
New England Securities Corporation
New England SecuritiesBroker
State Registrations14 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.