Huron Investments offers investment advice and portfolio management services. This includes deciding how to allocate investments among cash, stocks, and bonds, and selecting specific investments to diversify the portfolio and meet the client's goals. Huron does not typically allow clients to restrict investments in certain securities, but exceptions can be made. Huron's principal owner and founder is Tim Bodnar.
Assets Under Management$24M
Clients36
Advisors1
Avg. per Client$660K
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.10% |
| $5M+ | 1.00% |
Advisory fees are negotiable and may differ if agreed upon by the client in writing. Fees will never exceed 1.5% AUM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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