Huffman Financial Services provides investment advice using no-load mutual funds and exchange traded funds. Client investments are based on individual risk profiles established during client interviews. Huffman Financial has the authority to buy or sell funds at any time in accordance with client objectives. Huffman Financial offers its investment advisory services to individuals, pensions and profit sharing plans, trusts, estates, and charitable organizations.
Assets Under Management$20M
Clients169
Advisors1
Avg. per Client$120K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.35% |
Bond accounts only are charged 0.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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