Angela Hall is a CFP-designated registered investment advisor at Note Advisors, LLC, based in Hamburg, NY, with 17 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 512 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Note Advisors manages investment portfolios for a fee that's a percentage of the value of your investments. The exact percentage is negotiable and can range from 0.50% to 2.00% per year, depending on the size of your account and the complexity of your situation. Note Advisors requires each client to place at least $500,000 with the firm, but this minimum may be waived.
Location
38 Lake Street, Hamburg, NY, 14075
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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 ActivitiesSells Insurance
Angela is an independent insurance agent with GCW Capital Group and GCW Risk and Benefit Solutions, selling various insurance products since 2018. This activity takes about 10-20% of her time.
Employment History
Current Registrations
Note Advisors, LLC
Previous Registrations
Sterling Investment Counsel, LLC
LPL Financial LLCBroker
LPL Financial LLC
Sii Investments, INC.Broker
Sii Investments, INC.
Morgan Stanley
Morgan StanleyBroker
LPL Financial LLCBroker
Signator Investors, INC.Broker
State Registrations2 states
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.