Hungerford Financial

Financial Advisor in Kent County, MI

Firm Info
Address: 2910 Lucerne Dr SE, Grand Rapids, MI 49546, USA
Phone: (616) 551-5452

Firm Size
Assets Under Management: $221.4 million
# of Advisors: 3
# of Clients: 760
Client to Advisor Ratio: 253:1
Average Account Size: $291,380
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

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Hungerford Financial LLC Overview

HUNGERFORD FINANCIAL LLC is a registered investment advisory firm that was founded in 2019 and is headquartered in Grand Rapids, MI. The firm operates on a fee-based model, meaning that clients are charged based on the services provided rather than a commission-based system. As an investment advice-only firm, they specialize in providing customized financial planning and portfolio management services to both individuals and small businesses. In addition to their core services, HUNGERFORD FINANCIAL LLC also offers pension consulting services to help clients navigate the complex world of retirement planning. They have a team of expert advisors who can advise clients on their investment options, risk management strategies, and asset allocation techniques. As a part of their commitment to delivering the best possible service to their clients, HUNGERFORD FINANCIAL LLC provides selection services for other advisors. This ensures that their clients have access to a wide range of investment opportunities and can make informed decisions when selecting an advisor. Overall, their dedication to providing personalized investment advice and financial planning services has earned them a reputation as a trusted investment advisory firm.

billing fixed fees commissions HUNGERFORD FINANCIAL LLC caters to a varied clientele, including individuals, high net-worth individuals, pension or profit sharing plans, charitable organizations, and other types of corporations. The firm's clients come from diverse backgrounds and have varied financial needs and requirements. However, irrespective of the client type, HUNGERFORD FINANCIAL LLC offers personalized and customized financial planning and advisory services to each of its clients. The fee structures available with HUNGERFORD FINANCIAL LLC depend on the type of service provided and the requirements of the clients. Clients can choose from percentage of assets under management, hourly billing, fixed fees, or commissions based on their specific needs and circumstances. The firm offers complete transparency in its fee structuring and ensures that clients understand all cost implications before entering into any agreement. Whether it is retirement planning, wealth management, investment advice, tax planning, or any other financial planning service, HUNGERFORD FINANCIAL LLC ensures that its clients receive top-notch financial advice at reasonable fees.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Hungerford Financial LLC's portfolio management services is $100,000 as stated in their Part 2 Brochure note about investment minimums. However, they do mention that they may waive the minimum at their discretion.

How This Office Can Help Kent County, MI Residents

Hungerford Financial is a respected and trusted financial services firm that offers a wide range of expertise to clients in Kent County, MI. They can help clients who want to invest in the stock market, plan for their retirement, or start saving for a child’s college education. They specialize in working with small business owners, families, and individuals who are looking for personalized financial planning services. As the economy changes, life situations can become more complex. Some people in Kent County may be considering starting their own business, and they may need help navigating tax laws and business planning. Others may be facing unexpected medical expenses that require creative financial solutions. Hungerford Financial can help clients create tailored plans to meet their unique needs, whether they need immediate assistance, or are looking to make a long-term plan for their future. Hungerford Financial is dedicated to providing the highest quality financial services to help their clients reach their goals.

To view the Minimum Investment and Fee Schedule for Hungerford Financial LLC, visit their Part 2 Brochure.

Services Offered by Hungerford Financial LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Hungerford Financial LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 2910 Lucerne Dr SE, Grand Rapids, MI 49546, USA
Phone (616) 551-5452
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Hungerford Financial LLC is registered to service clients in the following states:

  • Michigan

Disciplinary History

Hungerford Financial LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

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