High Note Wealth offers ongoing asset management services, determining investment goals, risk tolerance, and objectives. Investment strategies, selection, and monitoring are based on these factors. They manage held-away assets like 401(k)s and may recommend third-party managers. Financial planning includes net worth statements, cash flow analysis, retirement strategy, investment plans, tax reduction, and estate preservation.
Assets Under Management$580M
Clients275
Advisors4
Avg. per Client$2.1M
Avg. per Advisor$140M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.30% |
| $500K - $1.5M | 0.85% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.75% |
| $3.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $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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