Eubank, Hutson & Associates offers investment advice tailored to clients' needs and objectives through discretionary portfolio management. They also provide financial planning services, ranging from broad-based to single-subject planning, based on an analysis of individual needs. The firm primarily advises on mutual funds, publicly traded stocks, and ETFs.
Assets Under Management$140M
Clients241
Advisors2
Avg. per Client$570K
Avg. per Advisor$69M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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