Jennifer Vogler is a registered investment advisor at High Falls Advisors, INC., based in Rochester, NY, with 4 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 766 clients with $610M 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 $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable on a client-by-client basis. Multiple accounts in one household can be combined for breakpoint discounts. In some cases, clients are billed on an agreed retainer/flat fee for portfolio management.
Fee Estimator
Location
180 South Clinton Ave, Suite 300, Rochester, NY, 14604
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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.
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Jennifer owns a part-time law practice focused on estate planning and real estate. She spends about 10-20% of her time on this activity, with 5-10 hours per week occurring during trading hours.
Employment History
Current Registrations
High Falls Advisors, INC.
State Registrations1 state
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