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 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
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
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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