| 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.
120 W. Second Street, Salem, OH, 44460
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Learn about disclosures →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.