Hunter Guthrie
Hunter Guthrie is a registered investment advisor at Coho Advisory Services, LLC, based in Anchorage, AK, with 3 years of industry experience. Hunter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 150 clients with $37M 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 $250K | 1.00% |
| $250K - $500K | 0.70% |
| $500K - $1.0M | 0.55% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.45% |
| $3M+ | 0.40% |
Fees are negotiable. Clients will pay Coho's standard fee in addition to the standard fee for AssetMark. The fees will not exceed any limit imposed by any regulatory agency. The total fees charged by both parties will not exceed 3% of assets under management per year.
Fee Estimator
Location
3150 C Street, Suite 240, Anchorage, AK, 99503
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
Hunter is a licensed independent insurance agent selling fixed insurance products through Coho Financial Group, dedicating about a quarter of their time to insurance sales and service. Hunter also works as a DoorDash driver a few hours per week and is the owner of Guthrie Company Limited, an inactive corporation, and a director at NAIFA Alaska, spending minimal time on these activities.
Employment History
Current Registrations
Coho Advisory Services, LLC
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
State Registrations4 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.