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Dustin Hunter

14 Years of Experience
Plainfield, IN
Sells Insurance

Dustin Hunter is a registered investment advisor at Sunrift Capital Partners LLC, based in Plainfield, IN, with 14 years of industry experience. Dustin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 207 clients with $42M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
207 clients
Average Client Portfolio
$202K average
Assets Under Management
$41.8M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $3.0M1.30%
$3M+1.10%

The annual fee may be negotiable.

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

1916 Crown Plaza Blvd., Suite 139, Plainfield, IN, 46168

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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

Dustin is a managing member of Granite Park Capital, a holding company, dedicating minimal time. He also works as an insurance agent for Retirement Income Consultants, spending about a quarter of his time in this role.

Employment History
Current Registrations
Sunrift Capital Partners LLC
January 2012 - Present · 14 yrs 4 mos
Previous Registrations
Legacy Wealth Management
April 2018 - March 2019 · 11 mos
State Registrations7 states
AZFLGAINMINCOH
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.
Dustin Hunter - Financial Advisor | TrueAdvisor