HS
HS

Hunter R Schwimmer

2 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
1,115 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $2.5M1.10%
$2.5M - $5.0M1.00%
$5M+0.85%

Associated Persons can negotiate fees within the disclosed range.

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

600 Highway 169 South, Suite 1750, St. Louis Park, MN, 55426

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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

Hunter works as an investment adviser representative for Affiance Financial, LLC, dedicating about a quarter of their time. Hunter also works as a registered representative for Private Client Services, spending a few hours per week on this activity.

Employment History
Current Registrations
Affiance Financial LLC
June 2024 - Present · 1 yr 8 mos
Private Client Services, LLCBroker
February 2024 - Present · 2 yrs
Previous Registrations
Northwestern Mutual Investment Services,llc
November 2023 - January 2024 · 2 mos
Northwestern Mutual Investment Services, LLCBroker
May 2023 - January 2024 · 8 mos
State Registrations1 state
MN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Hunter R Schwimmer - Financial Advisor | TrueAdvisor