High Falls Advisors (HFA) manages investment portfolios based on client goals and risk tolerance. They offer various strategies using ETFs, mutual funds, and individual securities. HFA also provides financial planning services, including retirement income strategies, business planning, and tax preparation. Some advisors are also registered representatives of a broker-dealer and may receive commissions.
Assets Under Management$610M
Clients766
Advisors10
Avg. per Client$790K
Avg. per Advisor$61M
www.highfallsadvisors.com ·www.yelp.com/biz/high-falls-advisors-rochester ·goo.gl/maps/4cwcm34juaxxk9zxa
Fee Structure
Minimum Investment:$100K
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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