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How does the advisor help clients – Key Takeaways:
HUNTER CAPITAL MANAGEMENT INC. is a financial management firm that provides expert advice to individuals and businesses. With years of experience in the field, the firm has become a trusted name in the industry. Here are some key takeaways of how the advisor helps clients:
- Assessing clients’ financial needs and goals
- Creating a customized financial plan
- Implementing investment strategies
- Monitoring and adjusting the plan as needed
- Providing ongoing support and guidance
Facts and Insights
Hunter Capital Management Inc. has a team of highly qualified and experienced financial experts who stay up-to-date with the latest market trends and insights. This enables them to provide reliable and accurate advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| Over $500 million | 10+ | 20+ years |
Financial Services Offered
Hunter Capital Management Inc. offers a wide range of financial services to cater to the diverse needs of its clients, including:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
Client Types
The firm serves a diverse clientele consisting of individuals, families, and businesses, including:
- High-net-worth individuals
- Small business owners
- Corporate executives
- Retirees
- Non-profit organizations
Fees & Compensation
Hunter Capital Management Inc. charges a fee based on a percentage of the assets under management. This fee structure aligns the advisor’s interests with that of the client, as the advisor’s compensation increases with the growth of the client’s portfolio.
Background
The founder of Hunter Capital Management Inc., John Hunter, has been in the financial industry for over 30 years and has a wealth of knowledge and expertise in managing wealth and investments. He has built a team of dedicated professionals who share his vision of providing top-notch financial advice to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Hunter Capital Management Inc. abides by strict regulations and disclosure requirements set by the Securities and Exchange Commission (SEC). Some important disclosures to know about the firm include:
- The firm has a fiduciary duty to act in the best interests of its clients at all times, putting their interests above its own.
- The firm may receive compensation from third-parties for recommending investment products to clients, but this compensation is always disclosed to the client.
- The firm has no disciplinary actions or significant disclosures to report.