Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees may be negotiable. Clients who opened their accounts prior to January 1, 2023, are generally subject to lower investment advisory fees and will pay the lesser of the fee that would be applicable to such account under the schedule above and the previous schedule.
Fee Estimator
For Individual Portfolio Management, fees are a percentage of assets under management. Clients also pay an annual account fee for execution and custodial services, a portion of which goes to Hunter Associates. Financial planning fees may be charged based on the nature and complexity of the services. Fees are negotiable on a client-by-client basis. Clients may have historical mutual fund investments in a share class that pays a fee to Hunter Associates Investment Management, LCC. Adviser does not charge an investment advisory fee on the assets under management pertaining to these types of investment products.
Areas of Practice
Advisor Information
Office location
120 W. Second Street, Salem, OH, 44460
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an independent insurance agent since 2012, selling non-variable life, health, annuity, and disability income insurance products. This takes a few hours per week.