HB
HB

Hunter Bremer

9 Years of Experience
Las Vegas, NV
Broker

Hunter Bremer is a registered investment advisor at Axos Invest, INC, based in Las Vegas, NV, with 9 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 8,764 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
8,764 clients
Average Client Portfolio
$17K average
Assets Under Management
$147.0M

Fee Structure

Minimum Investment:$100
Investment management only (planning not offered)
Minimum Annual Fee:$40

Axos Invest charges a fee for managing your investments, called a Model Fee. This fee covers the cost of asset allocation and the investment portfolio itself. The Model Fee includes brokerage commissions and transaction fees. The fee is calculated quarterly based on your average daily balance. There is also a $40 minimum annual account fee, charged quarterly ($10 per quarter). If your Model Fee is less than $10 in a quarter, Axos Invest will charge you the difference to meet the minimum.

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Location

9205 W Russell Road, Suite 400, Las Vegas, NV, 89148

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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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Employment History
Current Registrations
Axos Invest LLC
June 2023 - Present · 2 yrs 11 mos
Axos Invest LLCBroker
June 2023 - Present · 2 yrs 11 mos
Axos Invest, INC
June 2023 - Present · 2 yrs 11 mos
Axos Clearing LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
TD Ameritrade Clearing, INC.Broker
January 2019 - September 2022 · 3 yrs 8 mos
TD Ameritrade, INC.
July 2017 - September 2022 · 5 yrs 2 mos
TD Ameritrade Investment Management, LLC
July 2017 - January 2019 · 1 yr 6 mos
TD Ameritrade, INC.Broker
December 2016 - September 2022 · 5 yrs 9 mos
State Registrations2 states
CONE
AdvisorBrokerBoth

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.