Highline Wealth Partners Fees & Minimum

Overview

Headquarters: Sherman Oaks, CA
Total Firm Assets: $868 million
Average High-Net-Worth Client Portfolio Size: $6.7 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: 2026 06 17 HIGHLINE WEALTH PARTNERS FORM ADV PART 2 DISCLOSURE BROCHURE (2026-06-22) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.25%
$1,000,001	$2,000,000	1.00%
$2,000,001	$5,000,000	0.80%
$5,000,001	$10,000,000	0.60%
$10,000,001	and above	0.40%

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$12,500	1.25%
$5 million	$46,500	0.93%
$10 million	$76,500	0.76%
$50 million	$236,500	0.47%
$100 million	$436,500	0.44%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 70.42%
Number of High-Net-Worth Clients: 91
Total Client Accounts: 942
Discretionary Accounts: 939
Non-Discretionary Accounts: 3

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 284712

2026 06 17 HIGHLINE WEALTH PARTNERS FORM ADV PART 2 DISCLOSURE BROCHURE (2026-06-22) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Highline Wealth Partners