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 (HNF) provides discretionary asset management and comprehensive financial planning services. Investment strategies are tailored to client goals, risk tolerance, and time horizons. HNF may recommend third-party managers in limited circumstances. HNF also offers ERISA plan services. As a fee-only advisor, HNF only receives compensation from clients.
Fee Structure
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 accounts over $10,000,000.
Fee Estimator
HNF charges an annual investment advisory fee based on assets under management, billed quarterly. Fees are negotiable based on various factors. Financial planning is offered at an hourly rate of $250. When a third-party manager is used, that manager will charge a fee separate and in addition to HNF’s advisory fee, not to exceed 0.50%.
Areas of Practice
Location
WA, United States
