Hunter Michael Investment Advisors Inc logo

Hunter Michael Investment Advisors Inc

Updated today

Client AUM

$75,021,491

Clients

31

Advisors

1

of 1 employees

About

Hunter Michael Investment Advisors, Inc. provides pension and investment consulting to individuals, retirement plan trustees, and other fiduciaries, offering portfolio design, manager selection, and ongoing monitoring. The firm works with both personal clients and corporate retirement plans, advising on plan structure, investment policy, and fiduciary responsibilities.

The firm’s process begins with an analysis of priorities, risk tolerance, liquidity needs, and time horizon to develop an asset allocation and recommend third‑party managers and investment vehicles such as mutual funds, ETFs, or separate accounts. Engagements are primarily non‑discretionary: Hunter Michael recommends allocations and managers and monitors performance, while clients retain approval of specific implementations and vote their own securities.

As of December 31, 2025 the firm reported about $81.2 million in client account assets and roughly $1.009 billion in retirement plan consulting engagements, an institutional consulting scale that is uncommon for a single‑advisor independent firm. Its sustained focus on pension consulting and serving corporate and institutional plan clients, combined with a manager‑of‑managers implementation model and largely non‑discretionary engagement structure, distinguishes its practice from many peers.

Client services

Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Retired Founder/Business Owner

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Fee options

Percentage

$0 - $500,000: 1.45% $500,000 - $750,000: 1.35% $750,000 - $1,000,000: 1.25% $1,000,000 - $1,500,000: 1.15% $1,500,000 - $2,000,000: 1.00% $2,000,000+: 0.85%

Project-based

Up to $350 per hour

Main office

1650 Huguenot Rd

Midlothian VA 23113

Advisors at this office

1

Most active in

Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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