High Falls Advisors, Inc.

High Falls Advisors, Inc. is a registered investment adviser based in Rochester, NY, established in 2008. The firm specializes in portfolio management, offering services such as core market index portfolios, tax-aware portfolios, enhanced allocation strategy, Fidelity target allocation portfolios, retirement income management strategy, and financial planning services. High Falls Advisors has assets under management totaling $607,043,854 as of December 31, 2024, with a minimum account size of $100,000 for most services. The fee structure is based on a percentage of assets under management, ranging from 1.00% to 0.50%. The firm does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. Clients have investment discretion, allowing High Falls Advisors to select securities based on clients' objectives. The firm's investment strategies include utilizing various analysis methods and managing risks associated with different asset types. The advisors at High Falls Advisors have various certifications, including CFP®, CPA, EA, PFS, CRPC®, and RICP®, ensuring expertise in financial planning and investment management. The firm's advisors have diverse backgrounds and experience in the financial industry, providing clients with a comprehensive range of services.