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Matthew Maiers

Hunter Street Investment Advisors LLC
24 Years of Experience
Apex, NC
2 Disclosures
View SEC Summary
View SEC Summary

Matthew Maiers is a registered investment advisor at Hunter Street Investment Advisors LLC, based in Apex, NC, with 24 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 352 clients with $170M in assets under management.

Hunter Street Investment Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
352 clients
Average Client Portfolio
$473K average
Assets Under Management
$166.4M

Fee Structure

Minimum Investment:$130K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.40%
$250K - $500K1.30%
$500K - $1.0M1.20%
$1.0M - $2.5M1.10%
$2.5M - $5.0M1.00%
$5M+0.90%

SIMPLE Employer IRAs are charged 1.00%. 401(k) plans and endowment funds held with Hunter Street are charged 0.65%. Financial planning is included at no extra cost for accounts with $125,000 or more.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

56 Hunter Street, Suite 210, Apex, NC, 27502

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2023
Pending
Criminal
September 2002
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Hunter Street Investment Advisors LLC
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Hunter Street Investment Advisors LLC
October 2019 - February 2025 · 5 yrs 4 mos
Hobart Private Capital, LLC
June 2019 - September 2019 · 3 mos
Raymond James Financial Services Advisors, INC
January 2019 - April 2019 · 3 mos
Raymond James Financial Services, INC.Broker
October 2018 - April 2019 · 6 mos
G.F. Investment Services, LLCBroker
May 2017 - October 2018 · 1 yr 5 mos
Fdx Capital LLCBroker
August 2016 - March 2017 · 7 mos
Alt Fund Distributors LLCBroker
March 2016 - August 2016 · 5 mos
Paychex Securities CorporationBroker
October 2014 - September 2015 · 11 mos
Aig Capital Services, INC.Broker
September 2013 - October 2014 · 1 yr 1 mo
Curian Clearing, LLCBroker
January 2010 - September 2013 · 3 yrs 8 mos
Jackson National Life Distributors LLCBroker
November 2008 - December 2009 · 1 yr 1 mo
Capital Brokerage CorporationBroker
June 2007 - November 2008 · 1 yr 5 mos
Transamerica Capital, INC.Broker
December 2006 - June 2007 · 6 mos
Planco Financial Services, LLCBroker
February 2005 - November 2006 · 1 yr 9 mos
American Funds Distributors, INC.Broker
March 2003 - February 2005 · 1 yr 11 mos
Planco Financial Services, INC.Broker
December 2000 - December 2002 · 2 yrs
State Registrations1 state
NC
Advisor

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Exams
No exam information available for this advisor.
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