High Probability Advisors, LLC

High Probability Advisors, LLC is an SEC-registered investment adviser based in Pittsford, New York, established in 2017. The firm's principal owners are Stephen Carl, Michael Jones, Jeff Coons, and Michael Cicero. As of December 31, 2024, the firm managed $813,429,881 in assets, offering portfolio management services on a discretionary or non-discretionary basis. Clients' portfolios typically consist of ETFs, mutual funds, equity and fixed-income securities, REITs, and money market funds. The firm also provides financial planning services covering various areas such as tax planning, retirement analysis, and investment alternatives. High Probability Advisors charges fees based on a percentage of assets under management, with a minimum annual fee of $3,750 or a minimum account size of $500,000, negotiable at the firm's discretion. The firm acts as a fiduciary for retirement plan accounts, ensuring that clients' interests are prioritized. Clients have the option to delegate investment discretion to the firm, and the firm does not charge performance-based fees. High Probability Advisors does not have any reportable disciplinary events and does not receive compensation for client referrals. The firm's brokerage practices involve recommending broker dealers such as Charles Schwab and Fidelity, with a focus on best execution and trade aggregation for client benefit. Clients are encouraged to review account statements and performance reports regularly.