Hunter Street Investment Advisors manages investment portfolios and offers financial planning to individuals, pension plans, trusts, estates, charities, corporations, and other business entities. Hunter Street tailors its investment advice to each client's needs and goals, using various securities including stocks, ETFs, mutual funds, and bonds. They offer both discretionary and, in limited circumstances, non-discretionary portfolio management services. The firm monitors portfolios continuously and rebalances them as needed.
Assets Under Management$130M
Clients307
Advisors8
Avg. per Client$440K
Avg. per Advisor$17M
Fee Structure
Planning is included in investment management (also available separately)
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+ | 1.00% |
SIMPLE Employer IRA: 1%. 401K Plans and Endowment Funds (plans held with the Firm): 0.65% for assets $0 to $10,000,000.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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