Hunter Michael Investment Advisors, Inc. was founded in December 1997 and provides pension and investment management consulting services to individuals, retirement plan trustees, and other fiduciaries. The firm develops an implementation and monitoring approach based on a planning process that analyzes client priorities, objectives, risk tolerance, liquidity needs, and time horizons. Hunter Michael designs customized investment portfolios using publicly traded mutual funds, exchange-traded funds, and separate account managers. The firm does not provide security management or selection services directly, nor does it participate in bundled fee programs. Services are tailored to each client's requirements and defined in the advisory agreement. The firm is independently owned and operated by Mr. Dee H. Slaughter.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.15% |
| $1.5M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiated on a client-by-client basis and may not exceed the stated maximum percentages.