Hungerford Financial, LLC offers personalized investment portfolio management and comprehensive financial planning services for individuals, high-net-worth clients, charities, and retirement plans. The firm uses a strategic and tactical asset allocation approach focused on value, safety, and risk control. In addition to direct portfolio management, Hungerford Financial can recommend and monitor third-party investment advisers and provide retirement plan consulting for businesses. Clients receive guidance across 13 wealth management areas, including retirement planning, tax strategies, estate planning, and risk management. The firm is owned by accounting firm Hungerford Nichols and managing member Thomas J. Price.
Fee Structure
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 above $10,000,000 are negotiable. A minimum annual management fee of $1,200 per account applies. Third-party investment adviser programs charge separate fees ranging from 0.50% down to 0.20%.