Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
113 advisors
Number of Clients
8,096 clients
Average Client Portfolio
$494K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
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Location

850 S Mchenry Ave, Ste D, Crystal Lake, IL, 60014

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Anton is the president of Sansone & Associates, P.C., providing accounting and tax services. This activity takes about a quarter of Anton's time.

Employment History
Current Registrations
Highpoint Planning Partners
August 2024 - Present · 1 yr 6 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.