HUB Investment Advisors, INC
Assets Under Management
$2.1B
Number of Clients
232
Number of Advisors
10
Average Client AUM
$8.9M
AUM per Advisor
$207.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
HUB Investment Advisors (HIA) offers asset management and financial planning services. Asset management involves continuous supervision of client accounts based on their financial situation, objectives, and risk tolerance. Financial planning includes written plans covering various financial topics. HIA also provides consulting and retirement plan services.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable based on client type, complexity, and other factors. Certain long-standing clients may have grandfathered fee arrangements.
Fee Estimator
For asset management, you'll pay a percentage of your assets under management, billed quarterly. The annual fee ranges from 0.75% to 1.25% depending on the amount of assets managed. A minimum of $250,000 is required to open and maintain an account. Fees are negotiable based on several factors. Financial planning and consulting services are offered at an hourly rate ($150-$500/hour) or a fixed fee (generally not more than $5,000).
Areas of Practice
Location
11516 Miracle Hills Dr., Suite 100, Omaha, NE, 68154