Kevin Hurley
Kevin Hurley is a registered investment advisor at Arrow Financial Group, based in Farmington Hills, MI, with 32 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 25 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ARROW Investment Management offers several investment management platforms with different fee structures:
- Advisor Managed Portfolios (Wrap Fee): Fees range up to 2.50% annually, including administrative and advisory fees. The specific rate depends on the amount you invest.
- Advisor Managed Portfolios (Non-Wrap Fee): Fees range up to 2.30% annually, plus separate transaction charges per trade.
- Model Portfolios Program: Fees range from 1.25% to 1.50% annually, depending on the amount you invest.
- SMA and UMA Program: Fees range up to 1.50% annually, including a platform fee and a manager fee. The platform fee varies based on the amount you invest.
These fees are negotiable.
Location
31800 Northwestern Highway, Suite 300, Farmington Hills, MI, 48334
Get directionsHistory
Regulatory History (1)
Judgment / Lien
July 2015Other Business ActivitiesSells Insurance
Kevin owns Hurley Financial Group LLC, a holding company, and HFG Benefits LLC, where he sells business and individual insurance, dedicating about a third of his time. He also works as an agent for Arrow Risk Management, LLC, selling group and individual insurance referred by other advisors, and as a financial advisor for Arrow Financial Solutions, PLC.
Employment History
Current Registrations
Arrow Financial Group
Osaic Wealth, INC.Broker
Previous Registrations
Fiduciary Advisors, LLC
Royal Alliance Associates, INC.
Nylife Securities INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.