Michael Jones is a CFA-designated registered investment advisor at High Probability Advisors, LLC, based in Pittsford, NY, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 341 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
High Probability Advisors charges a percentage of your portfolio each year for investment management services. The rate decreases as the amount you invest increases. There are different fee schedules depending on the type of service you receive:
- Portfolio Management with Financial Planning:
- First $2 million: 0.70%
- Next $3 million: 0.60%
- Next $5 million: 0.50%
- Next $15 million: 0.35%
- Next $25 million: 0.30%
- Thereafter: 0.25%
- Institutional and Investment Management Only:
- First $2 million: 0.50%
- Next $8 million: 0.40%
- Next $15 million: 0.35%
- Next $25 million: 0.30%
- Thereafter: 0.25%
- Retirement Advisory Services:
- First $1 million: 0.50%
- Next $4 million: 0.30%
- Next $5 million: 0.25%
- Next $15 million: 0.15%
- Thereafter: 0.05%
Location
167 Sully'S Trail, Suite 300, Pittsford, NY, 14534
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is the Chairman of the Board of Directors for Reef Consulting & Investment, Inc., a private equity investment partnership, since 2013. He spends a few hours per week on this activity, with about half of that time during securities trading hours.
Employment History
Current Registrations
High Probability Advisors, LLC
Previous Registrations
Federated Global Investment Management CORP.
State Registrations1 state
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