HUB Investment Partners provides portfolio management, retirement planning, and financial planning services to individuals, high net worth individuals, institutions, trusts, and government entities. The firm constructs tailored portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, closed-end funds, and alternative investments. HUB Investment Partners also offers specialized services such as the Managed Asset Portfolio Program for municipal entities and financial wellness programs through affiliates. Investment strategies are tailored to each client's specific objectives, time horizon, and risk tolerance.
Assets Under Management$12B
Clients6,127
Advisors117
Avg. per Client$1.9M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees for accounts over $10,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
117 Advisors at this firm
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