Note Advisors offers financial planning, investment management, and wealth coaching services. The firm works with individuals, families, trusts, and other organizations. Note Advisors creates financial strategies tailored to each client's specific circumstances and goals. If you become an asset management client, Note Advisors can manage your investments with or without your prior approval for each trade.
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.