Assets Under Management
$665.6M
Number of Clients
340
Number of Advisors
15
Average Client AUM
$2.0M
AUM per Advisor
$44.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Highline Wealth Partners provides financial planning and investment management services to individuals, high net worth individuals, trusts, estates, foundations, pension and profit-sharing plans, and various business entities. Services include Investor Services, Private Wealth Management, Family Office Services, Corporate Services, Real Estate Investment Advisory Services, and Financial Planning Services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
15260 Ventura Blvd., Suite 855, Sherman Oaks, CA, 91403