Brian Hunter is a registered investment advisor at Strategic Capital Allocation Group, L.L.C., based in Boston, MA, with 24 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 16 clients with $6.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
16 clients
Average Client Portfolio
$425.3M average
Assets Under Management
$6.8B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

The fee is 0.5% for non-discretionary accounts and 1.00% for discretionary accounts (QMS). The annual fee may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

800 Boylston Street, 24th Floor, Boston, MA, 02199

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brian is the manager and sole employee of Strategic Capital Network, LLC, a software development and consulting business. He spends a few hours per week on this activity outside of trading hours.

Employment History
Current Registrations
Strategic Capital Allocation Group, L.L.C.
November 2001 - Present · 24 yrs 5 mos
State Registrations1 state
MA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.