Overview
- Headquarters
- Downers Grove, IL
- Total Firm Assets
- $4.8 billion
- Average High-Net-Worth Client Portfolio Size
- $1.0 million
- Stated Minimum Account Size
- $5,000
Fee Disclosure
Source: HPAG FORM ADV PART 2A (2025-04-08)
· View brochure text
Latest filing: HPAG ADV PART 2A APPENDIX 1 - WRAP PROGRAM BROCHURE (2026-03-27)
· View brochure text
Latest filing: HPAG FORM ADV PART 2A (2026-03-27)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 2.20% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $22,000 | 2.20% |
| $5 million | $110,000 | 2.20% |
| $10 million | $220,000 | 2.20% |
| $50 million | $1,100,000 | 2.20% |
| $100 million | $2,200,000 | 2.20% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 72.05%
- Number of High-Net-Worth Clients
- 3,304
- Total Client Accounts
- 15,742
- Discretionary Accounts
- 15,742
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 316636
- HPAG ADV PART 2A APPENDIX 1 - WRAP PROGRAM BROCHURE (2026-03-27) · View brochure text
- HPAG FORM ADV PART 2A (2026-03-27) · View brochure text
- HPAG FORM ADV PART 2A (2025-04-08) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗