KJ
KJ

Kyle Janovsky

12 Years of Experience
Deephaven, MN

Kyle Janovsky is a registered investment advisor at High Note Wealth, LLC, based in Deephaven, MN, with 12 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 275 clients with $580M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
275 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$576.2M

Fee Structure

Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.30%
$500K - $1.5M0.85%
$1.5M - $2.5M0.80%
$2.5M - $3.5M0.75%
$3.5M - $5.0M0.70%
$5.0M - $7.5M0.60%
$7.5M - $10.0M0.50%
$10M+0.40%

At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee. For the Class 529 F-2 shares held directly with American Funds, our annual fee for portfolio management services is up to 0.20%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

18258 Minnetonka Boulevard, Suite 200, Deephaven, MN, 55391-3359

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
High Note Wealth, LLC
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Dynasty Wealth Management, LLC
December 2020 - November 2022 · 1 yr 11 mos
Dynasty Securities, LLCBroker
November 2020 - November 2022 · 2 yrs
Delaware Distributors, L.P.Broker
February 2013 - March 2019 · 6 yrs 1 mo
Delaware Capital Management Advisers, INC
February 2013 - March 2019 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2010 - January 2013 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2010 - January 2013 · 2 yrs 3 mos
State Registrations1 state
MN
Advisor

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
No exam information available for this advisor.