| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Hunter Associates may, in its sole discretion, deviate from this schedule for a particular client. 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.
436 Seventh Avenue, Koppers Building, 27th Floor, Pittsburgh, PA, 15219-1818
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Learn about disclosures →John is a partner in B&S Oil and Gas LLC, collecting royalty income, which requires minimal time. He is also an independent insurance agent since 1988, selling life, health, annuity, and disability income insurance products for a few hours per week.