Jeffrey Kochan
Jeffrey Kochan is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Naperville, IL, with 11 years of industry experience. Jeffrey 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
1807 W Diehl Rd #105M, Naperville, IL, 60563-1890
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is involved in several business activities, including tax preparation, investment advisory services through HighPoint Advisor Group, and serving as Vice-President at Sequoia Premier Partners. He also holds positions at TWG Wealth Planning, Inc., R. Knapp Financial, Inc., and Plan Design Partners, Inc., and sells non-variable insurance products, dedicating a few hours per week to this.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Highpoint Planning Partners
Spc
Parkland Securities, LLCBroker
State Registrations36 states
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