Kelly Atkins is a registered investment advisor at Highpoint Planning Partners, based in Troy, MI, with 2 years of industry experience. Kelly 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
201 West Big Beaver Rd, Suite 1001, Troy, MI, 48084
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Highpoint Planning Partners
State Registrations1 state
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