| 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.
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Learn about disclosures →Douglas is a musician, performing at local venues for a few hours per week. He is also an independent insurance agent, selling life, health, annuity, and disability income insurance products for a few hours per week.