Daniel Hutner is a registered investment advisor at Hutner Capital Management INC., based in Manchester, VT, with 26 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 117 clients with $270M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee Estimator
Location
3556 Main St, Box 379, Manchester, VT, 05254
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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.
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Daniel is a general partner for Avalon Partners, L.P. and Hutner Special Situations Fund L.P., both investment limited partnerships, since 1990 and 1995, respectively. He is also a managing member of Avalon Partners Management LLC since 2001, acting as a general partner to an investment LP, and spends the same hours as typical client managing investments.
Employment History
Current Registrations
Hutner Capital Management INC.
Previous Registrations
Hutner Capital Management INC.
State Registrations2 states
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