Hunter Schwimmer is a registered investment advisor at Affiance Financial LLC, based in St. Louis Park, MN, with 2 years of industry experience. Hunter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 1,183 clients with $1.4B 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fees are negotiable. With respect to assets held in 529 plans we charge a management fee of up to 0.50 percent.
Fee Estimator
Location
600 Highway 169 South, Suite 1750, St. Louis Park, MN, 55426
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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 →Other Business Activities
Hunter works as an investment adviser representative for Affiance Financial, LLC, dedicating about a quarter of their time. Hunter also works as a registered representative for Private Client Services, spending a few hours per week on this activity.
Employment History
Current Registrations
Affiance Financial LLC
Private Client Services, LLCBroker
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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