Everett Hunter
Everett Hunter is a CFP-designated registered investment advisor at Truist Advisory Services, INC., based in Atlanta, GA, with 25 years of industry experience. Everett is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B 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 | 2.25% |
| $100K - $250K | 2.20% |
| $250K - $500K | 2.15% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.85% |
| $2.0M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.65% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.45% |
Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.
Fee Estimator
Location
740 Battery Ave, Se, Ste 8500, Atlanta, GA, 30339
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Truist Investment Services, INC.
Previous Registrations
PNC Investments
PNC InvestmentsBroker
J.P. Morgan Securities LLCBroker
Wells Fargo Advisors, LLCBroker
Wachovia Securities, INC.Broker
First Union Brokerage Services, INC.Broker
State Registrations11 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.
Exams
More Advisors
- Christiana WebbTruist Advisory Services, INC.
- Mark WalterTruist Advisory Services, INC.
- Mark Dicristina, CFPTruist Advisory Services, INC.
- Johnathan MitchellTruist Advisory Services, INC.
- Matthew Reed, CFPTruist Advisory Services, INC.
- Jason Moss, CFPTruist Advisory Services, INC.