Jonathan Rugg is a CFA-designated registered investment advisor at Highline Asset Management, LLC, based in Sherman Oaks, CA, with 15 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Highline Asset Management manages investments for private funds and charges management fees. These fees are either a flat rate (ranging from $2,500 to $20,000) or a percentage of the assets managed (up to 1% per year). These fees are assessed to the private fund, not directly to the individual investor. Depending on the agreement, Highline may only assess fees for the first five years of a fund's life.
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.
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Jonathan is involved in several business activities, including Altirr Inc. (a financial industry SaaS tool), Norton Avenue Apartments LLC (a real estate investment), MyWealthness LLC (a lead generation business), Highline Asset Management (a private fund manager), Highline Real Estate Partners LLC (a real estate manager), and Highline Holdings, Inc. (a holding company). He dedicates a significant amount of time to Highline Asset Management (about 10-20 hours per week) and varying amounts of time to the other ventures.
Employment History
Current Registrations
Highline Asset Management, LLC
Highline Wealth Partners
Previous Registrations
Charlesworth & Rugg INC
State Registrations2 states
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