Hunt Wealth Management

Fee-Only (% of Portfolio)

Hunt Wealth Management (HWM) offers investment advice to individuals by examining their wealth, income, age, risk tolerance, and financial needs. HWM advises clients on how to invest in stocks, bonds, and funds to achieve their goals within their risk levels. HWM tailors advice to client needs and avoids securities they don't want to own. HWM does not participate in wrap fee programs.

Assets Under Management$110M
Clients185
Advisors2
Avg. per Client$590K
Avg. per Advisor$55M

Fee Structure

Minimum Investment:None
Planning is included in investment management

Hunt Wealth Management's fees are based on a percentage of the value of your portfolio and are negotiated with each client. Fees are deducted quarterly from your account. You may be able to find lower fees for similar services elsewhere.

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Location

2 Advisors at this firm