Van Hubly Investments provides ongoing investment management services. They consider your financial situation, risk tolerance, and cash flow needs to create a customized investment strategy. Recommended investments may include mutual funds, exchange-traded funds, individual bonds, individual stocks, and cash equivalents. Van Hubly Investments is not accepting new clients and is referring existing clients to other firms.
Assets Under Management$2.1M
Clients7
Advisors1
Avg. per Client$300K
Avg. per Advisor$2.1M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2M+ | 0.50% |
All fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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