Hunt Wealth Management

Hunt Wealth Management provides discretionary investment advice and portfolio management to individual clients, tailoring recommendations based on each client’s wealth, income, age, risk tolerance and upcoming financial needs. The firm’s brochure reports approximately $110 million in discretionary assets under management for roughly 180 U.S. clients and indicates fees are typically charged as a percentage of assets under management.

The firm’s investment analysis combines macroeconomic developments with current market performance to construct diversified portfolios that include ETFs, individual stocks and bonds, and it emphasizes infrequent trading to limit transaction costs and tax impacts. Accounts are managed on a discretionary basis with ongoing reviews and periodic reporting, and financial planning is integrated into investment management rather than offered as a separately billed service.

Several operational and conflict-of-interest practices distinguish the firm from many peers: it will not accept performance-based fees, does not participate in wrap fee programs, discloses it will not vote client proxies (leaving proxy voting to clients), and does not aggregate trades across client accounts. The brochure also notes the firm maintains no affiliations with other financial institutions, does not accept referral or third-party compensation for recommendations, and operates without account minimums while avoiding custody by deducting fees only with written client authorization and custodian notification.