Gregory Hurley
Gregory Hurley is a CFP-designated registered investment advisor at Hurley Wealth Management Group, INC, based in Oakland, FL, with 21 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 34 clients with $31M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Rates reflect the standard Asset Management schedule. The Unified Financial Life program uses a separate tiered schedule ranging from 1.35% down to 0.55%. Fees are negotiable.
Fee Estimator
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.
Exams
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