Hunter Associates LLC
Assets Under Management
$1.2B
Number of Clients
1,123
Number of Advisors
16
Average Client AUM
$1.1M
AUM per Advisor
$75.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Hunter Associates is an SEC-registered investment adviser offering portfolio management, wrap fee programs, and a manager of managers program. They provide financial planning as a value-added service. Investment recommendations include various security types, and strategies include long-term and short-term purchases, and option writing.
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
Location
436 Seventh Avenue, Koppers Building, 27th Floor, Pittsburgh, PA, 15219-1818