TrueAdvisor
TrueAdvisor
AM
AM

Aaron Morris

Highline Wealth Partners
14 Years of Experience
Sherman Oaks, CA
Sells Insurance
View SEC Summary
View SEC Summary

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 Alternative Investments, Business Owners, Corporate Executives, Education Planning, and 8 more. Their firm serves 360 clients with $870M in assets under management.

Highline Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
360 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$867.9M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.80%
$5.0M - $10.0M0.60%
$10M+0.40%

Fees are negotiable. Different fee schedules apply to Family Office Services, Cash Management, and Pontera accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

15260 Ventura Blvd., Suite 855, Sherman Oaks, CA, 91403

Get directions

History

Regulatory History
Clean regulatory record

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
August 2018 - Present · 8 yrs 2 mos
Previous Registrations
Dfpg Investments, INC.Broker
October 2017 - April 2018 · 6 mos
American Financial Network Advisory Services, LLC
April 2016 - April 2018 · 2 yrs
United Planners' Financial Services of America a Limited PartnerBroker
September 2014 - November 2017 · 3 yrs 2 mos
Securities America, INC.Broker
June 2014 - September 2014 · 3 mos
M Holdings Securities, INC.Broker
July 2011 - May 2014 · 2 yrs 10 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in Sherman Oaks, CA →All financial advisors in California →