HK
HK

Hunter Kolmodin

1 Year of Experience
Florham Park, NJ

Hunter Kolmodin is a registered investment advisor at Wiss Private Client Advisors, LLC, based in Florham Park, NJ, with 1 years of industry experience. Hunter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 4 more. Their firm serves 186 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
186 clients
Average Client Portfolio
$6.5M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $4.0M1.10%
$4.0M - $10.0M0.90%
$10.0M - $20.0M0.85%
$20M+0.65%

Fees are negotiable based on criteria such as anticipated future earnings, additional assets, relationship size, and account composition.

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

100 Campus Drive, W Suite 400, Florham Park, NJ, 07932

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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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Employment History
Current Registrations
Wiss Private Client Advisors, LLC
April 2025 - Present · 1 yr 6 mos
State Registrations1 state
NJ
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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