Lionel Tapiero is a registered investment advisor at Highline Wealth Partners, based in Sherman Oaks, CA, with 12 years of industry experience. Lionel 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.
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% |
Fees are negotiable. Different fee schedules apply to Family Office Services, Cash Management, and Pontera accounts.
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
Lionel is a Sales Vice President at Transunion LLC, where he manages a sales team, product strategy, data, and analytics. He dedicates significantly more than full-time hours to this role.
Employment History
Current Registrations
Highline Wealth Partners
Previous Registrations
Stackin' Financial
Logica Capital Advisers, LLC
Logica Capital Advisers, LLC
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.
Exams
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