RM
CFP
RM
CFP

Robert Spittal Mcculloch

44 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,123 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.2B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.95%
$1.0M - $5.0M0.75%
$5M+0.60%

Hunter Associates may, in its sole discretion, deviate from this schedule for a particular client. Clients who opened their accounts prior to January 1, 2023, are generally subject to lower investment advisory fees and will pay the lesser of the fee that would be applicable to such account under the schedule above and the previous schedule.

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

436 Seventh Avenue, Koppers Building, 27th Floor, Pittsburgh, PA, 15219-1818

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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 ActivitiesSells Insurance

Robert is an independent insurance agent since 1981, selling non-variable life, health, annuity, and/or disability income insurance products. This takes a few hours per week, all during trading hours.

Employment History
Current Registrations
Hunter Associates LLC
December 2012 - Present · 13 yrs 2 mos
Hunter Associates LLCBroker
April 2011 - Present · 14 yrs 10 mos
Previous Registrations
Hunter Associates, INC.
July 2011 - November 2011 · 4 mos
Janney Montgomery Scott LLC
June 2005 - May 2011 · 5 yrs 11 mos
Parker/hunter Incorporated
February 2005 - June 2005 · 4 mos
Janney Montgomery Scott LLCBroker
April 1985 - May 2011 · 26 yrs 1 mo
Parker/hunter IncorporatedBroker
May 1981 - June 2005 · 24 yrs 1 mo
State Registrations10 states
ALCACOFLGAILOHSCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.