Huckstep Asset Management

Huckstep Asset Management at a glance

• One of 330 fee-only firms based in Illinois in the Wellspent graph.
• 1 advisor is listed here, who holds the CFA.
• Its Form ADV reports 1 employee and 26 individual clients.
• Its average account is about $180,000 (assets it manages divided by its 57 accounts).

Fee-only advisors in Illinois · What fee-only advisors charge in Illinois

Facts

Huckstep Asset Management fees

Huckstep Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Brian Huckstep

  CFA