Michael Hunt
Michael Hunt is a registered investment advisor at Commonwealth Financial Network, based in Melville, NY, with 25 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.
Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.
Location
445 Broadhollow Road, Suite 203, Melville, NY, 11747
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Regulatory History (1)
Customer Dispute
June 2022Other Business ActivitiesSells Insurance
Michael sells fixed insurance, dedicating minimal time to this activity. He is also involved in tax preparation and planning through multiple entities, including Hunt CPA, PC and GarryOwen Consulting LLC, taking up a significant portion of his time.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Seligman Advisors, INC.Broker
Guardian Investor Services LLCBroker
Lehman Brothers INC.Broker
State Registrations10 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.