Hunter Capital Management provides investment advice to individuals, families, and small businesses. HCM constructs client portfolios based on their investment objectives, age, goals, and risk tolerance. Client assets are invested in mutual funds, exchange-traded funds, closed-end funds, and individual securities held at Charles Schwab. HCM makes the final decision on investment selection, unless agreed upon otherwise with the client.
Assets Under Management$60M
Clients36
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
The annual rate is 0.70% for directly managed assets (individual securities). The annual rate is 0.35% for indirectly managed assets (investment funds). Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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