Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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% |
Fee Estimator
Highline charges an annual management fee based on a percentage of assets under management, billed quarterly in advance. For Investor Services and Real Estate Investment Advisory Services, there's a $2,500 minimum annual fee for new clients. For Private Wealth Management, the minimum is $7,500, and for Family Office Services, it's $85,000. Financial planning services are billed at $250 per hour. Fees may be reduced or waived for principals, employees, or family members of Highline.
Areas of Practice
Advisor Information
Office location
Solana Beach, CA
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Clark is an independent insurance agent in California, potentially investment-related. This activity is conducted from his home office and takes a few hours per week.