HF Advisory Services, led by Sigi R. Huhn, manages client investment accounts, making investment decisions either with or without the client's prior approval, depending on the agreement. Clients can set parameters on investment allocations. The firm primarily uses mutual funds, fixed income, and individual stocks, seeking undervalued companies. Sigi Huhn is also a CPA and may provide tax and accounting services to advisory clients.
Assets Under Management$23M
Clients47
Advisors1
Avg. per Client$480K
Avg. per Advisor$23M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $149K | 1.50% |
| $149K - $500K | 1.25% |
| $500K+ | 1.00% |
Fee structure is negotiable and could vary depending on the client’s asset allocation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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