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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |