Huber Capital Management LLC

Fee-Only (% of Portfolio)

Huber Capital Management (HCM) offers investment management services tailored to client needs, considering their objectives and restrictions. HCM manages investments for individuals, corporations, pension plans, and other entities. HCM also provides model portfolios to sponsors of model-based investment programs. HCM primarily uses a value investment style.

Assets Under Management$540M
Clients9
AdvisorsN/A
Avg. per Client$60M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$20M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

These fees are for institutional strategies. Fees are negotiable based on assets, investment type, account characteristics, and services provided. Other strategies have higher fees: Select Large Cap Value (0.75%), Mid Cap Value (0.90%), Select Small-Mid Cap Value (1.00%), Small Cap Value (1.25%), Global Large Cap Value (0.75%), International Large Cap Value (0.75%).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...
Location

0 Advisors at this firm

No advisors found for this firm.
Huber Capital Management LLC | TrueAdvisor