Hunter Value Capital (HVC) is a fee-only registered investment advisor in Dallas, Texas, offering investment management and financial planning to individuals, high-net-worth individuals, trusts, and retirement plans. HVC does not sell securities for commission and is committed to transparency. They may recommend third-party professionals but are not affiliated with them. HVC manages accounts on a discretionary basis, selecting securities and executing transactions within client accounts held at independent custodians.
Assets Under Management$6.6M
Clients6
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$6.6M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $3.5M | 1.25% |
| $3.5M - $6.5M | 0.65% |
| $6.5M+ | 0.50% |
These fees apply to the Financial Independence Plan (FIP) strategy. The maximum annual fee rate for funds managed in the Microcap SMA strategy will not exceed 2.5%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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