AndrewHunter Advisers offers investment management, wealth management, and financial planning services to individuals, families, trusts, and businesses. Investment management involves managing client accounts with discretion, using various investment types and potentially third-party managers. Wealth management and financial planning include retirement, tax, and estate planning. AHA does not provide legal or tax drafting and filing.
Assets Under Management$620M
Clients184
Advisors5
Avg. per Client$3.4M
Avg. per Advisor$120M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for portfolios over $5,000,000.01 are as agreed.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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