HighPoint Advisor Group (HPAG) offers investment advice and asset management based on clients' individual needs. HPAG develops a personal investment policy and manages a portfolio based on that policy. HPAG also offers financial planning services, either as part of its wealth management services or through a separate agreement, covering areas like cash management, retirement planning, and estate planning. HPAG also provides advisory and consulting services to employee benefit plans and their participants.
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.