Hutner Capital Management INC.

Fee-Only (% of Portfolio)Fixed/Hourly

Hutner Capital Management provides investment management services, specializing in long-term investments in high-quality companies. They manage accounts for growth and income, focusing on capital preservation. The firm primarily invests in equity securities but may also invest in debt securities, ETFs, or mutual fund shares. Hutner Capital generally accepts new clients with a minimum portfolio value of $1 million, though exceptions may be made.

Assets Under Management$270M
Clients117
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$140M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

2 Advisors at this firm

Hutner Capital Management INC. | TrueAdvisor