Jeffrey Kautz is a CFA-designated registered investment advisor at Hunter Capital Management, based in Naperville, IL, with 9 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 470 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hunter Capital Management does not charge fees for its limited advisory accounts. Clients pay per-trade commissions to Charles Schwab, generally ranging from $0 to $25. Clients may also incur other charges and expenses associated with their account at Schwab. If a client invests in the mutual fund that Hunter Capital Management manages, the client will pay the mutual fund's expenses, including the management fee that Hunter Capital Management charges the mutual fund.
Location
Naperville, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hunter Capital Management
Previous Registrations
Qsv Equity Investors LLC
State Registrations1 state
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