Ben Emons is a registered investment advisor at Highline Asset Management, LLC, based in Sherman Oaks, CA, with 6 years of industry experience. Ben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management. Their firm serves 7 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Private fund management fees are up to 1% of assets under management, or flat fees ranging from $2,500 to $20,000. Sub-advisory services are generally billed at 0.40% annually (negotiable). Model management services are billed at 0.25% annually.
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 →Other Business Activities
Ben contributes to the Odd Lots newsletter, teaches finance and macroeconomics at the University of Southern California, provides market commentary in media appearances, and tutors students. These activities take up a few hours per week each.
Employment History
Current Registrations
Highline Asset Management, LLC
Highline Wealth Partners
Previous Registrations
Farther
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
New Edge Wealth
Intellectus Partners, LLC
Indymac Securities CorporationBroker
Pfic Securities CorporationBroker
Fiserv Investor Services, INC.Broker
Pmb Securities CORP.Broker
Fixed Income Securities, LPBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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