High Note Financial LLC
Assets Under Management
$9.1M
Number of Clients
18
Number of Advisors
1
Average Client AUM
$508K
AUM per Advisor
$9.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
High Note Financial LLC offers discretionary asset management and comprehensive financial planning services. Investment strategies are tailored to client goals and risk tolerance. They may recommend third-party managers in limited circumstances. They also provide ERISA plan services.
Fee Structure
Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.45% |
Fees negotiable for assets above $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Location
WA, United States
