Highline Wealth Partners
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
About This Firm
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, Real Estate Investment Advisory Services, and Financial Planning Services. The firm's investment committee oversees investment decisions.
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
Location
15260 Ventura Blvd., Suite 855, Sherman Oaks, CA, 91403