Leslie North
Leslie North is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 15 years of industry experience. Leslie 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)
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 Registrations12 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.