Assets Under Management
$1.2B
Number of Clients
1,123
Number of Advisors
16
Average Client AUM
$1.1M
AUM per Advisor
$75.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Hunter Associates offers portfolio management, wrap fee programs, and a manager of managers program. They provide financial planning as a value-added service. The firm uses fundamental, quantitative, and qualitative analysis. Investment strategies include long-term and short-term purchases, and option writing.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Hunter Associates may, in its sole discretion, deviate from this schedule for a particular client. Clients who opened their accounts prior to January 1, 2023, are generally subject to lower investment advisory fees and will pay the lesser of the fee that would be applicable to such account under the schedule above and the previous schedule.
436 Seventh Avenue, Koppers Building, 27th Floor, Pittsburgh, PA, 15219-1818