HS
HS

Hunter Smith

2 Years of Experience
Jacksonville, FL

Hunter Smith is a registered investment advisor at Cornerstone Investment Services, based in Jacksonville, FL, with 2 years of industry experience. Hunter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 27 clients with $7.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
27 clients
Average Client Portfolio
$291K average
Assets Under Management
$7.9M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Jacksonville, FL

Get directions

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.

Learn about disclosures →
Other Business Activities

Hunter owns and operates Timucua Guide Co., a recreational fishing guide service, dedicating a few hours per week. Hunter also owns Hunter's Knives, a cutlery retail and wholesale distribution business, devoting about 10% of his time.

Employment History
Current Registrations
Cornerstone Investment Services
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
April 2023 - June 2023 · 2 mos
State Registrations1 state
FL
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.