Huber Financial Review


Huber Financial, founded in 2010, is a Registered Investment Advisor (RIA) in 10 state(s) with a licensed staff of 11 advisors. Huber Financial manages $1.23 billion and provides investment advisory services for 978 clients (1:89 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.

Benefits


  • Firm has $1B or more in assets under management
  • No disciplinary history
  • Uses a trusted custodian
  • Communications sent to the firm’s website are secure and encrypted
  • Firm does not accept performance-based fees

Considerations


  • Firm serves fewer than 1,000 clients
  • Been in business only 8 years
  • Firm has a low advisor to client ratio
  • Firm actively engages in insurance sales and may be incentivized to insure clients with products that generate high sales commissions when lower cost alternatives may exist
  • Firm may receive soft-dollar benefits that could incentivize them to push trades through broker-dealers that provide advantages to the firm instead of through broker-dealers that could provide the best execution for their clients

Managed Investing


Expand fee details
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 Notes None
Minimum Investment $0
Minimum Annual Fee $0
Average Account AUM $1,260,634
Broker-Dealer Hybrid No
Disciplinary History No
Total AUM $1.23 billion
Advisor / Client Ratio 1:89


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