Huckstep Asset Management provides financial planning and investment management services to individuals, families, and institutions. They offer personalized financial plans and manage investment portfolios using low-cost, globally diverse investments. Huckstep offers strategic and tactical asset allocation portfolios, adjusting asset class targets based on market momentum.
Assets Under Management$270K
Clients6
Advisors1
Avg. per Client$45K
Avg. per Advisor$270K
Fee Structure
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2M+ | 0.30% |
Fees are negotiable. Minimum quarterly fee of $150 ($600 annually).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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