HUB Investment Advisors (HIA) is an investment management and financial planning firm. HIA offers asset management services where they manage your investments based on your financial situation, objectives, and risk tolerance. HIA also offers financial planning services, which involve preparing a written financial plan covering specific or multiple financial topics. HIA also offers consulting services to discuss financial planning issues when you do not need a written financial plan.
Assets Under Management$2.1B
Clients232
Advisors9
Avg. per Client$8.9M
Avg. per Advisor$230M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based on various factors. Certain clients may pay a lower fee due to being long-standing clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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