Anthony Kurlas is a registered investment advisor at HK Funds, based in Jacksonville, FL, with 30 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $1.7M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
8 clients
Average Client Portfolio
$211K average
Assets Under Management
$1.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Jacksonville, FL
Get directionsHistory
Regulatory History (2)
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Customer Dispute
October 2001Settled
Customer Dispute
July 2001Settled
Employment History
Current Registrations
HK Funds
October 2025 - Present · 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 1996 - March 2024 · 28 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1995 - March 2024 · 29 yrs
Fidelity Brokerage Services, INC.Broker
January 1994 - January 1995 · 1 yr
State Registrations1 state
FL
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.