Shawn Hsieh is a CFA, CFP-designated registered investment advisor at Highline Wealth Partners, based in Sherman Oaks, CA, with 16 years of industry experience. Shawn 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
Dfpg Investments, INC.Broker
American Financial Network Advisory Services, LLC
City National Securities, INC.
City National Securities, INC.Broker
Mullintbg Advisors
M Holdings Securities, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Edward JonesBroker
Edward Jones
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 states
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