Hunter Street Investment Advisors manages investment portfolios and provides comprehensive financial planning services. The firm builds customized portfolios using equity securities, exchange-traded funds, mutual funds, corporate and municipal securities, U.S. government securities, and options contracts. Hunter Street offers both discretionary and non-discretionary investment management, meaning they can make trades on your behalf or consult you beforehand depending on your preference. Their approach involves evaluating your financial situation, goals, and risk tolerance to design a tailored asset allocation strategy. In addition to portfolio management, Hunter Street provides retirement income cash flow analysis, tax optimization, and goal planning. Financial planning services are included at no extra cost if your household meets a minimum asset requirement. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.90% |
SIMPLE Employer IRAs are charged 1.00%. 401(k) plans and endowment funds held with Hunter Street are charged 0.65%. Financial planning is included at no extra cost for accounts with $125,000 or more.