Hunter Frey is a registered investment advisor at Miller Tabak Asset Management, based in Charlotte, NC, with 7 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 936 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.20% |
For any new MTAM investment products or strategies, MTAM may charge up to 1.00% annually. All Fees are negotiable and may be less than the stated basis points.
Fee Estimator
Location
Charlotte, NC
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 Activities
Hunter is a partner at Boot64 Ventures, a venture capital firm, since May 2023. He spends a few hours per week providing opinions on potential healthcare investments.
Employment History
Current Registrations
Miller Tabak Asset Management
American Global Wealth Management, INC.
American Global Wealth Management, INC.Broker
Previous Registrations
Cape Investment Advisory, INC.
Global Investment Advisory
Arbor Research & Trading, LLCBroker
Catalyst Capital Advisors LLC
Catalyst Capital Advisors LLC
Alt Fund Distributors LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Prime Executions, INC.Broker
State Registrations8 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.