Eubank, Hutson & Associates, LLC

Eubank, Hutson & Associates, LLC is a registered investment adviser based in Plano, TX, established in May 2015 and primarily owned by Keith Hutson. The firm offers discretionary portfolio management services where clients grant authority for account management. Financial planning services are also provided, tailored to individual needs and goals. The firm does not participate in wrap fee programs and primarily advises on mutual funds, publicly traded stocks, and ETFs. For retirement accounts, the firm acts as a fiduciary under the DOL's Prohibited Transaction Exemption 2020-02. The minimum account size to open and maintain an advisory account is $250,000, with a minimum fee of $1,000. Fees for portfolio management services are based on a percentage of assets under management, ranging from 1.5% for accounts under $100,000 to 0.85% for accounts over $1,000,000. Financial planning services are charged at an hourly rate of $250. The firm does not accept performance-based fees or engage in side-by-side management. Clients have the option to direct brokerage, and the firm recommends Charles Schwab & Co., Inc. as the custodian. Eubank, Hutson & Associates, LLC does not have any disciplinary information and maintains a Code of Ethics to ensure client interests are prioritized. The firm does not vote proxies on behalf of clients and does not have custody of client funds. Clients are responsible for voting securities. The firm does not have any financial impairments and prioritizes client privacy and data security. In case of trade errors, the firm will take corrective actions to restore the account. Eubank, Hutson & Associates, LLC also assists clients in participating in class action lawsuits related to securities in their portfolios.