Matthew Newman is a CFP-designated registered investment advisor at High Probability Advisors, LLC, based in Pittsford, NY, with 11 years of industry experience. Matthew 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 →Employment History
Current Registrations
High Probability Advisors, LLC
Previous Registrations
Cadaret, Grant & CO., INC.Broker
Manning & Napier Investor Services, INC.Broker
Manning & Napier Investor Services, INC.Broker
State Registrations2 states
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.