Chase Lavery is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Downers Grove, IL, with 4 years of industry experience. Chase 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chase operates under multiple DBAs for his LPL business, including OnPath Financial and OnPath Private Client. He also provides administrative support to HighPoint Advisor Group, an independent investment advisor firm, dedicating nearly full-time hours to this activity.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations1 state
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