Samuel
Lee
Highpoint Planning Partners
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About this Advisor
Samuel Lee is a financial advisor based in Downers Grove, Illinois, working with Highpoint Planning Partners. Samuel has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Financial Engines Advisors L.L.C, Kovack Securities, Inc, Kovack Advisors, Inc, and Highpoint Planning Group. Samuel has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Samuel is part of Highpoint Planning Partners, which operates out of Downers Grove, Illinois. The firm has 67 offices and 96 employees. The firm manages assets totaling $3.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Highpoint Planning Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Highpoint Planning Partners Brokerage Details
$3,001,000,000
96
13,229
$226,850
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Samuel Lee Work History
Highpoint Planning Group
Financial Engines Advisors L.L.C
Kovack Securiites, Inc
Kovack Advisors, Inc
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Samuel Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Highpoint Planning Partners
Bloomingdale, IL
Chicago, IL
Saint Charles, IL
Chicago, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
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