Paul Hunt is a registered investment advisor at HUB Investment Partners, LLC, based in Austin, TX, with 25 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 4,317 clients with $9B 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 $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Location
900 S. Capital of Tx Highway, Suite 350, Austin, TX, 78746
Get directionsHistory
Regulatory History (7)
Customer Dispute
December 2004Customer Dispute
November 2004Customer Dispute
May 1994Employment Separation After Allegations
March 1994Customer Dispute
January 1994Customer Dispute
June 1992Judgment / Lien
July 1989Other Business Activities
Paul owns an office condominium through Millennium Capital, LLC, which is used as office space for Millennium Advisory Services. He is a member but spends minimal time on this activity and receives no compensation.
Employment History
Current Registrations
HUB Investment Partners, LLC
Previous Registrations
Millennium Advisory Services, INC.
State Registrations2 states
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.