Hunt Wealth Planning, operating as Hunt Wealth, offers investment management and financial planning services. They develop personalized investment plans based on client goals and risk tolerance, primarily advising on stocks, bonds, mutual funds, and ETFs. Financial planning services cover areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Hunt Wealth may also use outside investment managers.
Assets Under Management$1.2M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.2M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
If Hunt Wealth utilizes an Outside Manager, the above fee schedule does not include the Outside Manager’s fee. At no point will the combined fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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