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CFP
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CFP

Millu Ramirez

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

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 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

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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.

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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
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Urban Wealth Management
March 2018 - July 2023 · 5 yrs 4 mos
Steel Peak Wealth Management, LLC
June 2016 - March 2018 · 1 yr 9 mos
Trilogy Capital, INC.
December 2015 - July 2016 · 7 mos
National Planning Corporation ("npc of America" in Fl & Ny)
August 2014 - June 2016 · 1 yr 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.
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