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CFP
RM
CFP

Robert Mcculloch

Hunter Associates LLC
44 Years of Experience
Salem, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Mcculloch is a CFP-designated registered investment advisor at Hunter Associates LLC, based in Salem, OH, with 44 years of industry experience. Robert 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.

Hunter Associates LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,240 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.95%
$1.0M - $5.0M0.75%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

120 W. Second Street, Salem, OH, 44460

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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 10 mos
Hunter Associates LLCBroker
April 2011 - Present · 15 yrs 6 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

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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