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Trevor Day

4 Years of Experience
1 DisclosureBroker

Trevor Day is a registered investment advisor at Hunter Associates LLC, based in Pittsburgh, PA, with 4 years of industry experience. Trevor 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

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

Get directions

History

Regulatory History (1)
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Financial
April 2020
Final
Employment History
Current Registrations
Hunter Associates LLC
November 2021 - Present · 4 yrs 5 mos
Hunter Associates LLCBroker
October 2021 - Present · 4 yrs 6 mos
State Registrations3 states
FLOHPA
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.