Hunter Michael Investment Advisors provides investment management consulting services to individuals, retirement plan trustees, and other fiduciaries. The firm analyzes client objectives, proposes asset allocations, selects investment managers, and monitors portfolio results. Hunter Michael does not provide security management or selection services, nor does it participate in wrap fee programs. Services are tailored to each client's requirements, and clients retain the ability to modify the scope of services and impose restrictions on their accounts.
Assets Under Management$970M
Clients42
Advisors1
Avg. per Client$23M
Avg. per Advisor$970M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $750K | 1.35% |
| $750K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.15% |
| $1.5M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Investment consulting services are performed on a negotiated basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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