John Mcculloch
John Mcculloch is a CFP-designated registered investment advisor at Hunter Associates LLC, based in Salem, OH, with 8 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,240 clients with $1.3B 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 $1.0M | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Clients with accounts opened prior to January 1, 2023, may pay lower historical fees. Fees are negotiable on a client-by-client basis.
Fee Estimator
Location
120 W. Second Street, Salem, OH, 44460
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
John is a relocation associate with Hanna Relocation Associates since 2019 on a referral basis. He is also an independent insurance agent since 2018, dedicating a few hours per week to selling life, health, annuity, and disability income insurance products.
Employment History
Current Registrations
Hunter Associates LLC
Hunter Associates LLCBroker
State Registrations23 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.
Exams
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