Assets Under Management
$378.3M
Number of Clients
317
Number of Advisors
4
Average Client AUM
$1.2M
AUM per Advisor
$94.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Hungerford Financial, LLC offers portfolio management and financial planning services tailored to individual client needs, goals, and risk tolerance. They also recommend and monitor third-party investment advisers. The firm's investment philosophy emphasizes value, safety, and quality, with a focus on risk control.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1.0M - $2.0M | 0.01% |
| $2.0M - $5.0M | 0.01% |
| $5.0M - $10.0M | 0.01% |
| $10M+ | 0.01% |
Fees negotiable for accounts above $10,000,000.
2910 Lucerne Drive Se, Grand Rapids, MI, 49546