High Note Financial offers investment management and financial planning services. As a fee-only advisor, High Note Financial only receives compensation from clients. Investment management includes determining investment goals, risk tolerance, and objectives. Financial planning covers topics like retirement, taxes, and estate planning. In limited circumstances, High Note Financial may recommend a third-party manager for a portion of a client's portfolio.
Fee Structure
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 negotiable for accounts over $10,000,001. When a third-party manager is part of the client’s portfolio management structure, that manager will charge a fee separate and in addition to High Note Financial’s advisory fee. We will not use a third-party adviser who charges an annual fee greater than .50%.
