SE Hunt Capital offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and businesses. SE Hunt creates customized investment portfolios using exchange-traded funds, individual stocks, and bonds. Financial planning services are offered as part of wealth management, but standalone financial planning is not offered.
Assets Under Management$1.6M
Clients5
Advisors1
Avg. per Client$310K
Avg. per Advisor$1.6M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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