Siegfried Huhn is a registered investment advisor at Hf Advisory Services, LLC, based in Albertson, NY, with 4 years of industry experience. Siegfried operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 47 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $149K | 1.50% |
| $149K - $500K | 1.25% |
| $500K+ | 1.00% |
Fee structure is negotiable and could vary depending on the client’s asset allocation.
Fee Estimator
Location
Albertson, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Siegfried is a CPA and owner of a tax and accounting services business since 1986. He spends about half his time preparing income taxes and providing accounting services.
Employment History
Current Registrations
Hf Advisory Services, LLC
State Registrations1 state
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