Huntleigh Advisors offers asset management services to individuals and small businesses. They determine investment goals, time horizons, and risk tolerance to create investment strategies. They also offer ERISA plan services to retirement plans, acting as a limited scope fiduciary or investment manager. Huntleigh Advisors is affiliated with Huntleigh Securities Corporation (a broker/dealer) and K.W. Chambers & Co. (an insurance broker), which creates potential conflicts of interest.
Assets Under Management$630M
Clients1,628
Advisors62
Avg. per Client$380K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $10.0M | 1.50% |
| $10M+ | 1.00% |
The annual fee and assets under management levels are negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
62 Advisors at this firm
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