Ian Hunter is a CFA-designated registered investment advisor at Hunter Value Capital LLC, based in Dallas, TX, with 7 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6 clients with $6.6M 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 $500K | 1.50% |
| $500K - $3.5M | 1.25% |
| $3.5M - $6.5M | 0.65% |
| $6.5M+ | 0.50% |
These fees apply to the Financial Independence Plan (FIP) strategy. The maximum annual fee rate for funds managed in the Microcap SMA strategy will not exceed 2.5%.
Fee Estimator
Location
5050 Quorum Drive, Suite 700-#461, Dallas, TX, 75254
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Ian performs management and financial consulting through Mustang Square Ventures, LLC, which currently has no ongoing clients, taking about 10-20% of his time when engaged. Additionally, Ian is a licensed independent life and health insurance agent, dedicating a few hours per week when engaged.
Employment History
Current Registrations
Hunter Value Capital LLC
State Registrations2 states
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.