Huber Financial Review


Huber Financial, founded in 2010, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 12 advisors. Huber Financial manages $1.23 billion and provides investment advisory services for 978 clients (1:82 advisor/client ratio).

Huber Financial requires a $0 minimum investment and charges between 1.00% and 0.35% for ongoing portfolio management services, depending on the size of the portfolio.

Managed Investing


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Trust Score
80
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Annual Management Fee Percent
$0 to $2,000,000 1.00%
$2,000,001 to $3,000,000 0.75%
$3,000,001 to $5,000,000 0.50%
$5,000,001+ 0.35%
Feature Value
Estimated Fees (Annual) $1,000 on a $100,000 portfolio
Annual Management Fee Details None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $1,260,634
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $1.23 billion
Advisor / Client Ratio 1:82


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