Assets Under Management
$9.0B
Number of Clients
4,317
Number of Advisors
96
Average Client AUM
$2.1M
AUM per Advisor
$93.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
HUB Investment Partners offers investment advisory and financial planning services to individuals, institutions, and school districts. Services include portfolio management, retirement planning, and financial planning. They use technical and cyclical analysis for investment decisions and provide regular portfolio reviews.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | Included |
Fees are negotiated for accounts over $10,000,000.
900 S. Capital of Tx Highway, Suite 350, Austin, TX, 78746