Gary Richied is a registered investment advisor at Highpoint Planning Partners, based in Naperville, IL, with 1 years of industry experience. Gary 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
280 Shuman Boulevard, 140, Naperville, IL, 60563
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gary is a notary public, speaker, podcaster, author, and business owner related to "Hot Water History". He also provides administrative support to Highpoint Planning Partners and operates Round Hill Wealth Management, spending full-time hours on each.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial 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.