AP
CFP
AP
CFP

Anton Prokopenko

1 Year of Experience

Anton Prokopenko is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Crystal Lake, IL, with 1 years of industry experience. Anton 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
112 advisors
Number of Clients
8,096 clients
Average Client Portfolio
$494K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

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.

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Location

850 S Mchenry Ave, Ste D, Crystal Lake, IL, 60014

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anton is the president of Sansone & Associates, P.C., providing accounting and tax services. This activity takes about a quarter of Anton's time.

Employment History
Current Registrations
Highpoint Planning Partners
August 2024 - Present · 1 yr 8 mos
State Registrations1 state
IL
Advisor

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.

Exams
No exam information available for this advisor.
Anton Prokopenko - Financial Advisor | TrueAdvisor