Huff Wealth Management is a registered investment advisor based in Johnstown, Ohio, founded by Barbara H. S. Huff. The firm specializes in delivering objective wealth planning and custom, risk-managed investment portfolios tailored to each client's specific objectives and risk tolerance. Their investment strategy emphasizes capital preservation and growth through a combination of non-correlating asset classes across global markets, utilizing exchange-listed securities, corporate debt, municipal securities, mutual funds, and government securities. In addition to ongoing portfolio management, the firm provides wealth-planning services covering retirement projections, savings strategies, and customized portfolio recommendations. Huff Wealth Management works with individuals, pensions, trusts, estates, charitable organizations, and businesses, operating with a cumulative minimum account requirement of $400,000.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.60% |
| $3.0M - $5.5M | 0.50% |
| $5.5M - $10.5M | 0.35% |
| $10.5M+ | 0.35% |
Fees for amounts over $10 million are negotiable.