Hunter Associates

Financial Advisor in Columbiana County, OH

Firm Info
Address: 120 W 2nd St, Salem, OH 44460, USA
Phone: (800) 203-6593

Firm Size
Assets Under Management: $1 billion
# of Advisors: 12
# of Clients: 1,271
Client to Advisor Ratio: 106:1
Average Account Size: $790,611
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management of Pooled Investment Vehicles
  • Portfolio Management for Businesses or Institutional Clients
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pooled Investment Vehicles
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Hunter Associates LLC Overview

Hunter Associates LLC is a fee-based registered investment advisory firm that has been in business since 1992. Based in Pittsburgh, PA, the firm offers a variety of services including financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses or institutional clients. It is also known for its MANAGER OF MANAGERS service, which involves selecting and supervising sub-advisors for clients' investments. As a broker-dealer and insurance broker/agent, Hunter Associates provides investment advice and helps clients with various financial concerns. The firm's fee arrangement is structured around clients paying for services based on a percentage of assets under management. This aligns the firm's interests with those of its clients, ensuring that its recommendations are in line with clients' long-term goals. Hunter Associates LLC has a team of experienced professionals who have a comprehensive understanding of the financial markets, investment strategies, and risk management. The firm's goal is to provide personalized and objective advice to help clients achieve their financial objectives. As one of the leading registered investment advisory firms in the country, Hunter Associates has a reputation for excellence and has received numerous industry accolades and awards over the years.

Hunter Associates LLC caters to a diverse range of clients, including individuals, high net worth individuals, pooled investment vehicles, pension or profit sharing plans, charitable organizations, and other corporation types not listed explicitly. The firm's extensive breadth of experience and expertise enables it to serve clients from various industries and backgrounds, regardless of their unique needs and goals. Whether clients require portfolio management, financial planning, or retirement planning services, Hunter Associates LLC is equipped to provide customized solutions suited to their specific requirements. As for fee structures, Hunter Associates LLC offers a variety of options that are dependent on the service provided. The two primary fee structures include a percentage of assets under management (AUM) and fixed fees, which are agreed upon between the client and the firm. The percentage of AUM fee is based on the market value of the client's portfolio and is typically a percentage of that amount. Fixed fees, on the other hand, are a flat rate that is agreed upon between the client and the firm, which remains unchanged regardless of fluctuations in the client's assets or market conditions. These fee structures are designed to offer clients flexibility and transparency, making it easier to understand the costs associated with the services they receive from Hunter Associates LLC.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Hunter Associates LLC does not mention an investment minimum.

How This Office Can Help Columbiana County, OH Residents

Hunter Associates is a financial planning and investment management firm that offers a range of financial services to clients in Columbiana County, OH. The firm specializes in helping individuals, families, and small businesses achieve their financial goals through careful planning and investment strategies. The team of financial advisors at Hunter Associates understands that clients in Columbiana County may be facing a range of financial challenges, including retirement planning, portfolio management, tax planning, estate planning, and more. The firm’s goal is to help clients navigate these challenges with confidence and achieve long-term financial success. For individuals in Columbiana County, Ohio, the financial needs may vary depending on their age, income, family status, and investment risk tolerance. Clients may need help with budgeting and saving, managing debt, planning for college expenses, or preparing for retirement. Small business owners in the region may require assistance with cash flow management, employee benefits, business succession planning, and tax strategies. Hunter Associates works closely with each client to understand their unique financial situation and develop a personalized plan to meet their needs and goals.

To view the Minimum Investment and Fee Schedule for Hunter Associates LLC, visit their Part 2 Brochure.

Services Offered by Hunter Associates LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Hunter Associates LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 120 W 2nd St, Salem, OH 44460, USA
Phone (800) 203-6593
Directions
Google My Business Reviews:
3 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 436 SEVENTH AVENUE, KOPPERS BUILDING, 27TH FLOOR, PITTSBURGH, PA 15219-1818, United States

This firm has no other locations.

State Registrations

Hunter Associates LLC is registered to service clients in the following states:

  • Arizona
  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Kentucky
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Oregon
  • Pennsylvania
  • South Carolina
  • Tennessee
  • Texas
  • Virginia
  • Washington
  • Wisconsin

Disciplinary History

Hunter Associates LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs