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Hunter Wyant

22 Years of Experience
Barboursville, VA
BrokerSells Insurance

Hunter Wyant is a registered investment advisor at State Farm Investment Management CORP., based in Barboursville, VA, with 22 years of industry experience. Hunter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6693 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6420 Seminal Trail, Unit 6, Barboursville, VA, 22923

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Hunter is involved in several business activities, including Locke Management, HAB Properties LLC (rental property), Central VA's Source for Insurance LLC (insurance and business management consulting), Trophy Club Consulting LLC (consulting with State Farm agents), Hunter S Wyant Insurance Agency (State Farm insurance), Team Fit LLC (linking student-athletes with employers), and Smart Financial (using Hunter's name, image, and likeness to promote their products). Hunter dedicates about half of his time to Hunter S Wyant Insurance Agency.

Employment History
Current Registrations
State Farm Investment Management CORP.
April 2023 - Present · 3 yrs 3 mos
State Farm Vp Management CORP.Broker
July 2003 - Present · 23 yrs
State Farm Vp Management CORP.
July 2003 - Present · 23 yrs
State Registrations4 states
MDTNVAWV
AdvisorBrokerBoth

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
No exam information available for this advisor.