Hungerford Financial provides investment management and financial planning services. They work with clients to understand their financial situation, goals, and risk tolerance, then recommend appropriate services. Their investment approach emphasizes value, safety, and quality, with a focus on risk control. They also recommend and monitor third-party investment advisors. For businesses, they offer retirement plan consulting services.
Assets Under Management$380M
Clients317
Advisors5
Avg. per Client$1.2M
Avg. per Advisor$76M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,200
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable for accounts above $10,000,000. Minimum annual management fee of $1,200 per account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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