| Assets Under Management | 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. Some clients have prior negotiated arrangements outside the basic fee schedule. Multiple accounts in one household can be combined for breakpoint discounts.
180 South Clinton Ave, Suite 300, Rochester, NY, 14604
Get directionsNo 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 →Annrandyl works as an investment advisor at High Falls Advisors, Inc. and also as a tax preparer in their tax department, spending about 10-20% of their time on tax preparation duties. Annrandyl also sells fixed insurance and annuity products, dedicating a few hours per week.