Hunter Lewis LLC is an investment advisory firm offering financial and investment advisory services to endowed institutions, private clients, families, and pension plans. They focus on cost-conscious investing, avoiding conflicts of interest, and managing risk. Their service includes an investment strategy review and/or development of an investment plan, and implementation of the plan through investment management. Clients can implement the plan themselves. The firm invests globally and takes a long-term approach.
Fee Structure
Hunter Lewis LLC charges a fixed dollar fee for their services, set on a client-by-client basis. This fee has never exceeded 0.4% of initial or subsequently contributed investment capital. The firm aims for all client investment costs, including their fee, to be less than 1% of the client's investable assets. Discounted fees may apply to the company founder, related foundations, employees, and those with personal relationships with the founder.