Brandon Lilly is a registered investment advisor at Highpoint Planning Partners, based in St. Charles, IL, with 2 years of industry experience. Brandon 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
10 Illinois St, #120, St. Charles, IL, 60174
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brandon operates his LPL business under the DBA On Path Financial, LLC. He also provides investment advisory services through HighPoint Advisor Group, dedicating full-time hours to both activities.
Employment History
Current Registrations
Highpoint Planning Partners
LPL Financial LLCBroker
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations1 state
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