High Falls Advisors manages investment portfolios and provides personalized financial planning, business consulting, and tax preparation services. The firm builds customized portfolios using a variety of strategies, including index funds, exchange-traded funds, actively managed mutual funds, and individual securities, with options for tax-aware and environmentally or socially responsible investing. High Falls Advisors primarily serves individuals, high-net-worth clients, small businesses, and trusts, helping them navigate retirement income, estate planning, tax strategies, and life transition events.
Assets Under Management$690M
Clients788
Advisors10
Avg. per Client$880K
Avg. per Advisor$69M
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Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable on a client-by-client basis. Multiple accounts in one household can be combined for breakpoint discounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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