Angela Hall is a CFP-designated registered investment advisor at Note Advisors, LLC, based in Hamburg, NY, with 18 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, High Net Worth, Investment Management, and 2 more. Their firm serves 542 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees generally range from 0.50% to 2.00% per year of the market value of assets managed. Fees are negotiable based on account size, asset complexity, and other factors.
Fee Estimator
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.
Exams
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