Advisor at Van Hubly Investments LLC
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Firm
Van Hubly Investments LLC
Location
Olympia, WA
Credentials
Series 63, Series 65
Industry experience
20 years
Nancy Hubly is the sole advisor at Van Hubly Investments LLC in Olympia, WA, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Van Hubly Investments LLC since 2007. Van Hubly Investments LLC is an independent registered investment adviser that provides discretionary investment management and consulting to individuals, high-net-worth clients, trusts, and small business retirement plans. The firm focuses on customized, diversified portfolios using ETFs, no-load mutual funds, individual securities, and cash equivalents, emphasizing long-term investing and fundamental research.
$0 - $2,000,000: .75% $2,000,000+: .50%
Generally $100 per hour, negotiated case-by-case
Account minimum: $250,000 (flexible)
Olympia, WA
Washington
Van Hubly Investments LLC
2007 - Present (19 years)
Van Hubly Investments LLC
2007 - Present (19 years)
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Other specialized services
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