TD
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Trevor Martin Day

4 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)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

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.95%
$1.0M - $5.0M0.75%
$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.

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

436 Seventh Avenue, Koppers Building, 27th Floor, Pittsburgh, PA, 15219-1818

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History

Regulatory History (1)
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Financial
April 2020
Final
Employment History
Current Registrations
Hunter Associates LLC
November 2021 - Present · 4 yrs 3 mos
Hunter Associates LLCBroker
October 2021 - Present · 4 yrs 4 mos
State Registrations3 states
FLOHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.