Samuel Lee
Samuel Lee is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 11 years of industry experience. Samuel 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
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
May 2018Other Business ActivitiesSells Insurance
Samuel operates as a financial advisor and broker under Intrinsic Wealth Management Team, dedicating all of his time to this. He also works as an insurance producer selling various life insurance products and fixed indexed annuities, and is involved with Wealthvest as an FMO for fixed insurance, spending minimal time on each of these activities. Finally, Samuel owns and manages an Airbnb vacation rental, spending minimal time on it.
Employment History
Current Registrations
Highpoint Planning Partners
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Kovitz Securities, LLCBroker
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.