High Note Financial manages investment portfolios and provides comprehensive financial planning for individuals, families, and business owners. High Note Financial builds customized investment strategies using stocks, bonds, mutual funds, and exchange-traded funds, while also offering guidance on retirement, taxes, estate planning, cash flow, and behavioral finance. High Note Financial operates as a fee-only registered investment advisor, meaning they are legally required to act in your best interest and are compensated solely by client fees rather than commissions or product sales.
Assets Under Management$13M
Clients23
Advisors1
Avg. per Client$550K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.45% |
Fees for amounts over $10,000,000 are negotiable. Financial planning fees may be offset against investment management fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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