DH
CFA
DH
CFA

Donald Hurst

10 Years of Experience
Albuquerque, NM

Donald Hurst is a CFA-designated registered investment advisor at Hurst Capital Management, based in Albuquerque, NM, with 10 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 78 clients with $89M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
78 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$89.0M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.90%
$5.0M - $10.0M0.80%
$10M+0.70%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1307 Rio Grande Blvd. NW, Suite 10, Albuquerque, NM, 87104

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Hurst Capital Management
February 2016 - Present · 10 yrs 3 mos
State Registrations3 states
CONMTX
Advisor

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
No exam information available for this advisor.
Donald Hurst - Financial Advisor | TrueAdvisor