CP
CFA
CP
CFA

Colin Plunkett

11 Years of Experience
Lombard, IL

Colin Plunkett is a CFA-designated registered investment advisor at Hunter Capital Management, based in Lombard, IL, with 11 years of industry experience. Colin 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
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
470 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

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.

Loading...

Location

377 E. Butterfield Road, Suite 220, Lombard, IL, 60148

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
Hunter Capital Management
February 2026 - Present · 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2021 - May 2024 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2021 - May 2024 · 3 yrs 4 mos
First Trust Portfolios L.P.Broker
August 2011 - May 2016 · 4 yrs 9 mos
First Trust Advisors LP
July 2011 - May 2016 · 4 yrs 10 mos
LPL Financial CorporationBroker
March 2009 - December 2010 · 1 yr 9 mos
LPL Financial Corporation
March 2009 - December 2010 · 1 yr 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
December 2005 - May 2007 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2005 - May 2007 · 1 yr 6 mos
State Registrations1 state
IL
Advisor

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.