Assets Under Management
$607.0M
Number of Clients
766
Number of Advisors
10
Average Client AUM
$792K
AUM per Advisor
$60.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
High Falls Advisors offers portfolio management on a discretionary basis using various strategies including Core Market Index, Enhanced Allocation, and Personal Asset Management. They also provide financial planning services tailored to individual client needs, including business planning and tax preparation.
| 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