Alfred Hunt
Alfred Hunt is a CFA, CFP-designated registered investment advisor at Corepath Wealth Partners LLC, based in Bend, OR, with 14 years of industry experience. Alfred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 230 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CorePath's investment management fee ranges from 0.25% to 1.50% annually, based on the complexity of services, assets managed, reporting requirements, and the overall relationship. Fees are paid quarterly in advance, based on the market value of the account at the end of the prior quarter. For assets managed through third-party platforms, no additional platform fees are charged.
Location
1001 SW Disk Dr., Unit 250, Bend, OR, 97702
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alfred is part owner of Helo Properties LLC (real estate) since 2009 and has 50% ownership in Navigator Real Estate (commercial property investing) since 2022, dedicating minimal time to these ventures. He is also a licensed insurance agent, spending about 10% of his time on insurance sales and implementation of insurance recommendations.
Employment History
Current Registrations
Corepath Wealth Partners LLC
Previous Registrations
Edward Jones
Edward JonesBroker
City National Securities, INC.
City National Securities, INC.Broker
City National Rochdale
Rim Securities LLCBroker
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.