Michael Rohrwasser
Michael Rohrwasser is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 39 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 8,096 clients with $4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
2651 Warrenville Road, Suite 200, Downers Grove, IL, 60515
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2015Civil
June 2013Customer Dispute
July 2008Employment History
Current Registrations
Highpoint Planning Partners
Previous Registrations
LPL Financial Corporation
LPL Financial CorporationBroker
Vantage Financial Partners Limited
Long Grove Trading CO.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Kurk Financial Securities, INC.Broker
Kavanaugh Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.