BH
ChFC
BH
ChFC

Barry Hunter

33 Years of Experience
Spencer, WV
Sells Insurance

Barry Hunter is a ChFC-designated registered investment advisor at Vicus Capital, INC., based in Spencer, WV, with 33 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Business Owners, Corporate Executives, Education Planning, and 7 more. Their firm serves 6,277 clients with $3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
90 advisors
Number of Clients
6,277 clients
Average Client Portfolio
$477K average
Assets Under Management
$3.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.30%
$500K - $1.0M1.30%
$1.0M - $2.0M1.00%
$2.0M - $4.0M1.00%
$4M+1.00%

Fees vary by specific investment strategy and advisor negotiation. Household accounts may qualify for blended fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

204 Court Street, Spencer, WV, 25276

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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 ActivitiesSells Insurance

Barry owns a property management company since 1992 and spends a few hours per week on it. He also owns Hunter Insurance & Financial, selling fixed insurance and providing fee-based advisory services, dedicating nearly full-time hours to this endeavor, and is appointed with Nationwide Insurance Companies to sell fixed insurance/annuity products as well as property/casualty insurance.

Employment History
Current Registrations
Vicus Capital, INC.
July 2020 - Present · 6 yrs 3 mos
Previous Registrations
Nationwide Securities, LLCBroker
November 1992 - July 2020 · 27 yrs 8 mos
State Registrations1 state
WV
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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