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Daniel Scarpitti

13 Years of Experience
BrokerSells Insurance

Daniel Scarpitti is a registered investment advisor at Hunter Associates LLC, based in Salem, OH, with 13 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 1,123 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,123 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.2B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.95%
$1.0M - $5.0M0.75%
$5M+0.60%

Fees may be negotiable. Clients who opened accounts prior to January 1, 2023, are generally subject to lower investment advisory fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

120 W. Second Street, Salem, OH, 44460

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daniel is an independent insurance agent since 2012, selling non-variable life, health, annuity, and disability income insurance products. This takes a few hours per week.

Employment History
Current Registrations
Hunter Associates LLC
December 2012 - Present · 13 yrs 4 mos
Hunter Associates LLCBroker
August 2012 - Present · 13 yrs 8 mos
State Registrations23 states
COFLGAIAILINKYMAMIMNMOMTNCNHNJOHPASCTNTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.