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Katherine Marie Antoinette Forrester

HIGH NOTE WEALTH, LLC·DEEPHAVEN, Minnesota
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18258 MINNETONKA BOULEVARD, DEEPHAVEN, MN 55391-3359CRD# 2837901Firm CRD# 305768
01

About

Katherine Marie Antoinette Forrester is a registered financial advisor based in DEEPHAVEN, Minnesota, affiliated with HIGH NOTE WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HIGH NOTE WEALTH, LLC
HIGH NOTE WEALTH, LLC
AUM
$506M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at HIGH NOTE WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2837901
Firm CRD# 305768
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Katherine Marie Antoinette Forrester offer?
Katherine Marie Antoinette Forrester specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in DEEPHAVEN, Minnesota for a consultation.
What are Katherine Marie Antoinette Forrester's credentials?
Katherine Marie Antoinette Forrester is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Marie Antoinette Forrester located?
Katherine Marie Antoinette Forrester is based in DEEPHAVEN, Minnesota, working with HIGH NOTE WEALTH, LLC. Their office serves clients in the DEEPHAVEN metropolitan area and surrounding communities.
How does Katherine Marie Antoinette Forrester charge for services?
Katherine Marie Antoinette Forrester's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HIGH NOTE WEALTH, LLC?
HIGH NOTE WEALTH, LLC has approximately 8 employees and manages $506M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DEEPHAVEN
Gregory Leo Robillard — BANNERSTONE CAPITAL MANAGEMENT, LLCScott Dennis Larson — BANNERSTONE CAPITAL MANAGEMENT, LLCAlan P Qureshi — BLUE WATER FINANCIAL TECHNOLOGIES LLCEllen Qureshi — BLUE WATER FINANCIAL TECHNOLOGIES LLCMichael Wayne Forrester — HIGH NOTE WEALTH, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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