Gregory Hurley
Gregory Hurley is a CFP-designated registered investment advisor at Hurley Wealth Management Group, INC, based in Oakland, FL, with 20 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 33 clients with $29M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hurley Wealth Management Group (HWMG) offers two investment management options with fees based on a percentage of your portfolio's value. Fees are billed quarterly, in advance.
Asset Management:
- $0 to $499,999.99: 1.2%
- $500,000 to $999,999.99: 1.0%
- $1,000,000 to $1,999,999.99: 0.9%
- $2,000,000 to $2,999,999.99: 0.8%
- $3,000,000 to $4,999,999.99: 0.65%
- $5,000,000 to $9,999,999.99: 0.5%
- Over $10,000,000: 0.35%
Unified Financial Life:
- $0 to $999,999.99: 1.35%
- $1,000,000 to $1,999,999.99: 1.20%
- $2,000,000 to $2,999,999.99: 1.05%
- $3,000,000 to $4,999,999.99: 0.85%
- $5,000,000 to $9,999,999.99: 0.70%
- Over $10,000,000: 0.55%
Fees for accounts not directly managed by HWMG are negotiable, and will range up to 1%.
Location
301 N. Tubb Street, Suite 104, Oakland, FL, 34760
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business ActivitiesSells Insurance
Gregory is licensed to sell insurance products, dedicating minimal time to this business. A small portion of this time occurs during security trading hours.
Employment History
Current Registrations
Hurley Wealth Management Group, INC
Previous Registrations
LPL Financial Corporation
State Registrations3 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.