Advisor at Hutner Capital Management Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hutner Capital Management Inc.
Location
Manchester, VT 05254
Credentials
Series 65
Industry experience
13 years
Daniel Hutner Jr. is a financial advisor with Hutner Capital Management Inc. in Manchester, VT, holding a Series 65 designation and 13 years of industry experience. He has been involved with Hutner Capital Management since 2008 and has longstanding roles with the Quechee Alpine Ski Club, Inc. and Burr and Burton Academy. Hutner Capital Management, Inc. provides discretionary investment management to individuals, trusts, estates, charitable organizations, and pension and profit sharing plans, primarily serving individual and high-net-worth clients. The firm emphasizes fundamental, microeconomic analysis and long-term capital preservation, while employing a range of investment strategies including private pooled investment partnerships and limited use of hedging and derivatives.
Based on Hutner Capital Management Inc.
Flat fees and negotiated fees on portfolios for limited investment advisory services
$0 - $5,000,000: 1% per year $5,000,001 - $10,000,000: 3/4% per year $10,000,001+: 1/2% per year
Performance-based fees on affiliated investment limited partnerships, calculated as a percentage of net profits (including unrealized gains) above preferred return rates
Account minimum: $1,000,000 Minimum fee: $2,000 per year basic minimum fee Fee-only: 1/4% of asset value per year for advisory services on portfolios not managed by the firm, billed quarterly
3546 Main Street
Manchester, VT 05254
Vermont
Quechee Alpine Ski Club, Inc.
2011 - Present (15 years)
Hutner Capital Management, Inc.
2008 - Present (18 years)
Burr and Burton Academy
2007 - Present (19 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Dorset, VT
Evergreen RIA, LLC
Series 63, Series 66
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Series 66
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CFP®, Series 63, Series 65
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Equinox Financial Advisors, Inc.
CFP®, Series 66
Dorset, VT
Envest Asset Management, LLC
CFP®, Series 63, Series 66
East Dorset, VT
Wealthcare Capital Management LLC
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