Highline Wealth Partners offers tailored investment management and financial planning services for individuals, high-net-worth clients, trusts, estates, and corporate retirement plans. Founded in 1976 and based in Sherman Oaks, California, Highline creates customized investment portfolios based on each client's specific risk tolerance and objectives, utilizing a disciplined asset allocation and research-driven approach. The firm's core individual services include Investor Services, Private Wealth Management, and Family Office Services, which provide varying levels of access to traditional securities, alternative investments, and advanced estate planning. Additionally, Highline offers specialized services such as cash management, real estate advisory, and retirement plan consulting for businesses. Financial planning is available as a standalone service or integrated with wealth management. Highline operates as a registered investment advisor and manages portfolios on a discretionary basis, coordinating closely with independent custodians like Charles Schwab.
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.