Hunley Wealth Management provides investment management and financial planning services to individuals, high net worth individuals, and businesses. Hunley Wealth Management can manage your investments, create a full financial plan, or provide consulting on specific financial topics. Hunley Wealth Management may also recommend third-party managers to manage client portfolios.
Assets Under Management$14M
Clients34
Advisors3
Avg. per Client$410K
Avg. per Advisor$4.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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