Kevin Cochran is a registered investment advisor at Hunter Street Investment Advisors LLC, based in Apex, NC, with 12 years of industry experience. Kevin 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, Tax Planning. Their firm serves 307 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.10% |
| $2.5M+ | 1.00% |
SIMPLE Employer IRA: 1%. 401K Plans and Endowment Funds (plans held with the Firm): 0.65% for assets $0 to $10,000,000.
Fee Estimator
Location
56 Hunter Street, Suite 210, Apex, NC, 27502
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Hunter Street Investment Advisors LLC
Previous Registrations
Hunter Street Investment Advisors LLC
Raleigh Capital Management INC.
Verity Asset Management
State Registrations1 state
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