HUB Investment Partners, LLC
Assets Under Management
$9.0B
Number of Clients
4,317
Number of Advisors
96
Average Client AUM
$2.1M
AUM per Advisor
$93.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
HUB Investment Partners provides investment advisory and financial planning services to individuals, pension plans, institutions, trusts, businesses, and government entities. Services include portfolio management, retirement planning, and financial planning. They may utilize third-party asset managers (TAMPs) and act as a Sub-Advisor to affiliated RIAs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Our standard advisory fee is based on a percentage of your assets under management. For example, the annual fee is 1.50% on the first $100,000, scaling down to 0.50% for assets between $7 million and $10 million. Fees are negotiable for accounts over $10 million. MAPP accounts have a different fee schedule. Financial planning fees are negotiable and can be hourly, flat, or AUM-based.
Areas of Practice
Location
900 S. Capital of Tx Highway, Suite 350, Austin, TX, 78746