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Peter Hunt

31 Years of Experience
Providence, RI

Peter Hunt is a registered investment advisor at Parsons Capital Management INC, based in Providence, RI, with 31 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 746 clients with $2.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
746 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$2.4B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3M+0.80%

Charitable accounts are charged 0.80% per year. Fees may vary and are negotiable depending on the client's unique situation, relationship size, and portfolio composition.

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

40 Westminster Street, Suite 400, Providence, RI, 02903

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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 Activities

Peter is the President & Director of Meehan Fund, Inc. He also serves as a Trustee for Meehan Foundation, is on the Finance Committee for Greensboro Free Library, and is the Secretary for Benevolent Corporation.

Employment History
Current Registrations
Parsons Capital Management INC
April 1995 - Present · 31 yrs 6 mos
State Registrations2 states
RITX
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.
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