Aaron Morris is a registered investment advisor at Highline Wealth Partners, based in Sherman Oaks, CA, with 14 years of industry experience. Aaron 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
Get directionsHistory
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 ActivitiesSells Insurance
Aaron is an independent insurance agent providing insurance services since 2011. He also serves as Vice Chair for San Fernando Community Health Center and a General Board Member for Community Outreach Alliance, both non-profit organizations.
Employment History
Current Registrations
Highline Wealth Partners
Previous Registrations
Dfpg Investments, INC.Broker
American Financial Network Advisory Services, LLC
United Planners' Financial Services of America a Limited PartnerBroker
Securities America, INC.Broker
M Holdings Securities, INC.Broker
State Registrations1 state
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.