Jodi Powers is a registered investment advisor at Hunter Associates LLC, based in Salem, OH, with 21 years of industry experience. Jodi is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,240 clients with $1.3B 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 $1.0M | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Clients with accounts opened prior to January 1, 2023, may pay lower historical fees. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
120 W. Second Street, Salem, OH, 44460
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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
Hunter Associates LLC
Hunter Associates LLCBroker
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Parker/hunter Incorporated
Parker/hunter IncorporatedBroker
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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