Open Communication. Expertise. Results.

When managing your financial future, it's a smart decision to partner with a team of experts with years of financial experience behind them. Our focus is on your success.

Here's how we get the job done.

 

Customers come first: We strive to take exceptional care of our customers via superior service and superior quality. We understand each of our customer's current financial condition, risk tolerance and goals.

 

Keep it Simple: Our investment strategies are strategic and tactical, yet simple and easy to understand. We explain to you how we are going to help achieve your goals. We keep you updated with monthly investment reports, quarterly newsletters, and a direct link to your accounts online.

 

Objective Advice: Our fee-only model allows Huntwicke Advisors to put your goals first. We use an investment management team approach supported by unbiased, independent, proprietary research to help guide our decision making. The end result: a cost-effective strategy to help grow your portfolio.

 

Educate: Investing for the future is a critical life task. The earlier a person starts to invest, the better chance of achieving long-term financial goals. From our first meeting, we'll educate you on our investment strategies and approaches, making you an active participant in your own financial success.

 

Access: You'll be working one-on-one with a personal investment advisor. We manage your portfolio specifically to address your own situation and personal financial goals. Our team is unified on our investment approach and strategies, so you may consult with any of us at any time.

 

Fee Schedule: We are fee only — Our management fees are annual, and we bill quarterly in the front, debiting from your account. We have a tiered fee schedule as follows:

  • First $500,000 1.0%
  • Next $500,000 0.8%
  • Next $2,000,000 0.7%
  • Next $1,000,000 0.6%
  • Next $1,000,000 0.5%
  • Over $5,000,000 Negotiated Rate