Hunter Investment Services (HIS) provides portfolio management services tailored to individual client goals, objectives, and risk tolerance. HIS creates an Investment Policy Statement for each client. HIS also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning.
Assets Under Management$18M
Clients34
Advisors1
Avg. per Client$530K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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