Huber Financial Review


Trust Score 80%
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Huber Financial, federally registered in 2010, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 11 advisors. Huber Financial manages $1 billion and provides investment advisory services for 978 clients (1:89 advisor/client ratio).

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

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has $1B or more in assets under management

Considerations


  • There is only one licensed advisor for every 89 clients (industry average 1:50)
  • Firm has been federally registered for only 8 years
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) $0 on a $100,000 portfolio
Annual Management Fee Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $1,260,634
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $1 billion
Advisor / Client Ratio 1:89
Headquarters Lincolnshire, IL
SEC Filings Forms and Brochures


Annual Fee Ranges 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%


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