Highline Wealth Partners offers financial planning and investment management to individuals, high net worth individuals, trusts, estates, foundations, pension and profit-sharing plans, and various business entities. Highline provides advice on mutual funds, ETFs, individual bonds, and stocks. They also offer corporate consulting services for retirement plans and executive compensation.
Assets Under Management$910M
Clients357
Advisors16
Avg. per Client$2.5M
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$500K
Minimum Annual Fee:$5,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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