Hunter Associates offers continuous investment advice based on individual client needs, developing written investment policy statements and managing accounts on a discretionary or non-discretionary basis. The firm also provides financial planning advice as a value-added service, offering written reports to help clients achieve their financial goals. Consulting services are available for specific areas like estate or retirement planning. Hunter Associates also manages a private fund.
Assets Under Management$1.2B
Clients1,123
Advisors16
Avg. per Client$1.1M
Avg. per Advisor$75M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiable. Clients who opened accounts prior to January 1, 2023, are generally subject to lower investment advisory fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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