Martin Hurlburt
Martin Hurlburt is a registered investment advisor at Portfolio Medics, LLC, based in Springville, UT, with 33 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 3,702 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Medics manages investments through several strategies, each with its own fee:
- Advisor Managed Portfolios (AMP): Up to $10 million, 2.60% per year. Fees are negotiable above $10 million.
- Diversified Fund Allocation (DFA): Up to $10 million, 1.00% per year. Fees are negotiable above $10 million.
- Market Trend Strategy (MTS): Up to $10 million, 1.50% per year. Fees are negotiable above $10 million.
Fees are based on the value of your investments and are paid quarterly.
Location
Springville, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Martin is an Investment Advisor Representative (IAR) at Portfolio Medics dba AcheiveMore Retirement, dedicating about half of his time to creating financial plans and managing investment accounts. He also owns a motivational speaking business, spending minimal time on it, and is a licensed insurance agent, spending a few hours per week on insurance activities.
Employment History
Current Registrations
Portfolio Medics, LLC
Previous Registrations
T.M. Wealth Management
Purshe Kaplan Sterling InvestmentsBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Girard Securities, INC.
My Investment Advisor, INC.
Girard Securities, INC.Broker
National Planning CorporationBroker
National Planning Corporation ("npc of America" in Fl & Ny)
Qa3 Financial LLC
Qa3 Financial CORP.Broker
Investment Advisors International, INC.
Intersecurities, INC.
World Group Securities, INC.Broker
Royal Alliance Associates, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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.