David Lecinski is a registered investment advisor at Highpoint Planning Partners, based in Oak Brook, IL, with 2 years of industry experience. David 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
700 Commerce Drive, Suite 500, Oak Brook, IL, 60523
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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 Registrations2 states
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