Shawn
Hsieh
Highline Wealth Partners
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About this Advisor
Shawn Hsieh is a certified financial planner and chartered financial analyst working in Sherman Oaks, California, with a total of 5 years of relevant experience. Hsieh is an employee of Highline Wealth Partners. The advisor has gained experience at M Holdings Securities, Inc, Mullintbg Advisors, City National Bank, Dfpg Investments, Inc and American Financial Network Advisory Services, LLC. Hsieh maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Highline Wealth Partners is a financial advisory business that has its headquarters in Sherman Oaks, CA. It manages $285 million in assets under management between its 533 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 533 client accounts, 47% are associated with high-net-worth clients who have greater than $1 million in investable assets. Highline Wealth Partners has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules vary depending on which service is offered. Fees billed by Highline Wealth Partners can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Highline Wealth Partners Brokerage Details
$285,102,983
12
533
$534,902
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Shawn Hsieh Work History
Shawn has been registered as a financial advisor for 5 years.*
Dfpg Investments, Inc
American Financial Network Advisory Services, LLC
City National Bank
M Holdings Securities, Inc
Mullintbg Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shawn Hsieh to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Highline Wealth Partners
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
Sherman Oaks, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
