High Probability Advisors (HPA) is a registered investment advisor offering continuous advice on investing client funds based on individual needs. HPA develops a personal portfolio allocation and manages it based on specific investment objectives. HPA also provides financial planning advice, gathering information through personal interviews to address areas of concern to clients. Financial planning consultations are available only to existing or prospective portfolio management clients.
Assets Under Management$810M
Clients341
Advisors8
Avg. per Client$2.4M
Avg. per Advisor$100M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$3,750
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%
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