Hungerford Financial LLC
Assets Under Management
$378.3M
Number of Clients
317
Number of Advisors
4
Average Client AUM
$1.2M
AUM per Advisor
$94.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Hungerford Financial, LLC offers portfolio management and financial planning services. They evaluate client needs and goals to recommend suitable services. They also recommend and monitor third-party investment advisers. Services are tailored to client objectives and restrictions.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.65% |
Fees negotiable above $10,000,000. Minimum annual management fee of $1,200 per account.
Fee Estimator
Financial planning is offered at $250/hour, negotiable based on complexity. Portfolio management fees are based on a percentage of assets managed (see table). There is a $1,200 minimum annual management fee per account. Fees are separate from brokerage and custodial charges. Retirement plan services have a $2,000 minimum annual fee.
Areas of Practice
Location
2910 Lucerne Drive Se, Grand Rapids, MI, 49546