Darek Hunt
Darek Hunt is a registered investment advisor at Aurora Strategic Advisors, LLC, based in Lumberton, NC, with 24 years of industry experience. Darek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 356 clients with $30M 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 $650K | 1.50% |
| $650K - $1.5M | 1.25% |
| $1.5M - $2.0M | 0.90% |
| $2M+ | 0.75% |
Rates shown are for equity and balanced portfolios. Fixed income portfolios have separate rates: First $650,000 at 1.25%, Next $650,001 at 0.85%, $1.5M-$1.99M at 0.70%, and Over $2M at 0.60%. Fees may be negotiable.
Fee Estimator
Location
208 E 5th Street, Lumberton, NC, 28358
Get directionsHistory
Regulatory History (4)
Customer Dispute
January 2004Customer Dispute
November 2002Customer Dispute
August 2002Customer Dispute
November 2001Other Business ActivitiesSells Insurance
Darek is licensed as a life insurance producer/agent since 2015. This business is ancillary to his primary role as an investment advisor representative.
Employment History
Current Registrations
Aurora Strategic Advisors, LLC
Previous Registrations
Aurora Strategic Advisors
Aurora Strategic Advisors
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
Investment Advisors & Consultants, INC.Broker
State Registrations1 state
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
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