Hunter Capital Management

Fee-Only (% of Portfolio)

Hunter Capital Management provides investment advice and manages private investment funds and a registered investment company (mutual fund). For certain accounts, Hunter Capital Management offers limited advisory services, providing investment advice on a non-discretionary basis and coordinating client directives with Charles Schwab. The firm's private funds are suitable for investors with limited liquidity needs who understand the risks, fees, and conflicts of interest.

Assets Under Management$1B
Clients470
Advisors7
Avg. per Client$2.2M
Avg. per Advisor$150M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Hunter Capital Management does not charge fees for its limited advisory accounts. Clients pay per-trade commissions to Charles Schwab, generally ranging from $0 to $25. Clients may also incur other charges and expenses associated with their account at Schwab. If a client invests in the mutual fund that Hunter Capital Management manages, the client will pay the mutual fund's expenses, including the management fee that Hunter Capital Management charges the mutual fund.

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Location

7 Advisors at this firm

Hunter Capital Management | TrueAdvisor