Hunter VIP Investments, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hunter VIP serves individual and high‑net‑worth clients, offering discretionary investment management and retirement‑account advice. The firm constructs diversified portfolios primarily with low‑cost mutual funds and ETFs and may also use individual stocks, bonds, options, or certificates of deposit, and can recommend unaffiliated independent managers for portions of client portfolios.
The firm’s investment approach is primarily long‑term and fiduciary in nature, combining fundamental and technical analysis to build and monitor portfolios while allowing tactical reallocations or short‑term trades to meet client needs or respond to market conditions. Clients can place reasonable investment restrictions, receive ongoing reviews, and the advisor conducts due diligence and oversight when allocating to independent managers.
Noteworthy aspects include that the advisor is newly formed and currently reports no assets under management or clients, and it has an institutional relationship with Charles Schwab that provides software and other economic benefits the firm discloses as a potential conflict. The principal’s long professional background outside finance combined with recent financial planning coursework, plus the firm’s explicit willingness to use options and to allocate to independent managers without receiving additional manager compensation, are features that distinguish it from many solo independent advisers.
Client services
Expertise
Fee options
$100,000 - $500,000: 0.80% $500,001 - $1,000,000: 0.65% $1,000,001+: 0.50%
Account minimum: $100,000 (may be waived or reduced at the sole discretion of the Advisor) Fee-only: Fees are based on assets under management only; no commissions accepted.
Main office
Fallbrook CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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