Highpoint Planning Partners

HighPoint Advisor Group, LLC (HPAG) is an investment advisor firm based in Downers Grove, IL, established in an unspecified year. The firm specializes in managing a wrap fee program, the HPAG Wrap Program, which allows clients to trade certain investment products without incurring separate brokerage commissions or transaction charges. Clients in the program grant HPAG discretionary authority to manage their portfolios, with all clients encouraged to discuss their needs and goals annually. The advisory fee, negotiable between the client and HPAG, is a percentage based on the value of all assets in the account, including cash holdings. Clients in the program pay a single annualized fee based on a percentage of the market value of assets managed by HPAG, prorated and charged quarterly. HPAG may negotiate a lesser fee based on certain criteria. The firm utilizes fundamental analysis to determine investment strategies tailored to individual client needs and risk tolerances. HPAG acts as a fiduciary, obligated to act in the best interests of clients, providing continuous investment advice and asset management services. HPAG requires a minimum account of $5,000 for investment advisory clients, with services available to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. The firm discloses potential conflicts of interest, such as compensation received from LPL and other financial industry activities and affiliations. Clients can request a copy of HPAG’s Code of Ethics and are informed about the firm's disciplinary history.