Jake Cooper is a registered investment advisor at High Probability Advisors, LLC, based in Albany, NY, with 11 years of industry experience. Jake 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
6 Wembley Court, Albany, NY, 12205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
High Probability Advisors, LLC
Previous Registrations
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, INC.Broker
State Registrations1 state
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