Leslie North
Leslie North is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Chicago, IL, with 15 years of industry experience. Leslie 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
77 W Wacker Drive, Suite 4500, Chicago, IL, 60601
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2025Other Business ActivitiesSells Insurance
Leslie is an investment advisor representative (IAR) with HighPoint Advisor Group, LLC and uses Stonebridge Wealth Advisors as a DBA. Leslie also sells life, disability, long-term care, and fixed annuities, dedicating minimal time to these activities.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations13 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.
Exams
More Advisors
- Brian Gedonius, CFPHighpoint Planning Partners
- Ann Greenberg, CFPHighpoint Planning Partners
- Deshawn Peterson, CFPMidland Wealth Management
- Michelle Pecyna, CFPRockefeller Capital Management
- Ian Clark, CFPBrownson, Rehmus & Foxworth, INC.
- Frederick Paulman, CFPCuri Capital, LLC