Highpoint Planning Partners

Assets Under Management

$4.0B

Number of Clients

8,096

Number of Advisors

113

Average Client AUM

$494K

AUM per Advisor

$35.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

HighPoint Advisor Group offers asset management, financial planning, and consulting services. They develop personalized investment policies and manage portfolios based on client goals, objectives, and risk tolerance. Financial planning covers cash management, risk management, insurance, education funding, retirement, estate, and charitable gift planning.

Fee Structure

Minimum Investment:$5K
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingHigh Net Worth
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Location

2651 Warrenville Road, Suite 200, Downers Grove, IL, 60515

113 Advisors at this firm

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