JH
JH
Julian Hunt is a registered investment advisor at Primetrust Advisors LLC, based in Greenville, SC, with 19 years of industry experience. Julian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 30 clients with $390M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
30 clients
Average Client Portfolio
$13.1M average
Assets Under Management
$394.5M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | Included |
| $200K+ | 1.00% |
Less than $200,000: $2000 minimum fee. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
850 S Pleasantburg Dr, Suite 101, Greenville, SC, 29607
Get directionsHistory
Regulatory History (1)
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Regulatory
April 2015Final
Employment History
Current Registrations
Primetrust Advisors LLC
October 2006 - Present · 19 yrs 7 mos
Previous Registrations
Shdr Investment Advisers, INC.
August 2006 - September 2006 · 1 mo
State Registrations1 state
SC
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.