Mark C. Huffman, CPA, RIA provides retirement and investment planning services tailored to the individual needs and risk tolerance of each client. He manages investments on a discretionary basis and may allow clients to impose restrictions on certain securities. He utilizes Charles Schwab for custody and execution of trades.
Assets Under Management$110M
Clients135
Advisors1
Avg. per Client$820K
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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