HUB Investment Partners offers investment management and financial planning services. They manage portfolios with various allocations of cash, equity, fixed income, and alternative investments. For individual clients, they also provide financial and retirement planning services. They also offer advisory services on defined contribution plans. HUB Investment Partners may utilize third-party asset managers to allocate client investments.
Assets Under Management$9B
Clients4,317
Advisors114
Avg. per Client$2.1M
Avg. per Advisor$79M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.75% |
| $7.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
114 Advisors at this firm
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