HighPoint Advisor Group provides investment management, financial planning, and consulting services to individuals, families, businesses, trusts, and retirement plans. The firm builds customized investment portfolios based on each client's specific goals, risk tolerance, and time horizon. Investment management services are offered directly or through various wrap fee programs and third-party platforms. In addition to managing investments, HighPoint Advisor Group offers comprehensive financial planning covering cash management, risk management, insurance, education funding, retirement planning, estate planning, and tax strategies. The firm operates as a fiduciary, meaning they are legally required to act in your best interest. Clients can also receive specialized retirement plan consulting and support for employee benefit plans.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.20% |
Annual asset management fees range from 0% to 2.20% and are negotiable. LPL sponsored advisory programs have separate fee schedules with maximum annual fees ranging from 1.35% to 2.95%.