Amanda Rocca is a registered investment advisor at Highline Wealth Partners, based in Sherman Oaks, CA, with 26 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 357 clients with $910M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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
Location
15260 Ventura Blvd., Suite 855, Sherman Oaks, CA, 91403
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Regulatory 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 →Employment History
Current Registrations
Highline Wealth Partners
Previous Registrations
Allworth Financial, L.P.
Aw SecuritiesBroker
M. S. Howells & CO.Broker
Morgan StanleyBroker
UBS Financial Services INC.Broker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Prudential Securities IncorporatedBroker
First Wall Street CORP.Broker
Smith Barney INC.Broker
State Registrations1 state
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