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 8 clients with $2.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$354.9M average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Non-discretionary accounts are charged 0.50% annually, while discretionary accounts (Quatrain Multi-Asset Solution) are charged 1.00% annually. Fees may be negotiable.

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.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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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 11 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.
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