Millu Ramirez is a CFP-designated registered investment advisor at Highline Wealth Partners, based in Sherman Oaks, CA, with 12 years of industry experience. Millu 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
Millu is a CA insurance agent and financial planner since March 2018. He dedicates about 10-20% of his time to financial planning and minimal time to insurance, offering and placing fixed insurance products with clients.
Employment History
Current Registrations
Highline Wealth Partners
Previous Registrations
Urban Wealth Management
Steel Peak Wealth Management, LLC
Trilogy Capital, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
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.