High Note Financial LLC

Overview

High Note Financial LLC is an independent registered investment adviser operating as a limited liability company that serves individual and family clients, plus small business portfolio management. The firm acts as a capital allocator, favoring public mutual funds for core portfolios while selectively directing client capital to third‑party real estate managers for alternative exposure. Its advisory offering centers on comprehensive financial planning, discretionary portfolio management for individuals and small businesses, selection of other advisers, and client education through seminars and workshops. Fee arrangements include a percentage of assets under management and hourly charges, and the firm does not position itself as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices