Michael Jones is a CFA-designated registered investment advisor at High Probability Advisors, LLC, based in Pittsford, NY, with 10 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 398 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
Fees and account minimums are negotiable. Firm also lists separate institutional and retirement advisory schedules.
Fee Estimator
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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