KH
KH

Keith Hurst

25 Years of Experience
Fort Smith, AR
1 DisclosureBrokerSells Insurance

Keith Hurst is a registered investment advisor at State Farm Investment Management CORP., based in Fort Smith, AR, with 25 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6693 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5420-A Phoenix Ave, Fort Smith, AR, 72903

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History

Regulatory History (1)
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Customer Dispute
July 2006
Denied
Other Business ActivitiesSells Insurance

Keith owns Keith Hurst Insurance Agency, where he services customers and supervises employees, taking about half of his time. He also owns a retail business where he writes and sells inspirational/motivational books, dedicating minimal time to this activity.

Employment History
Current Registrations
State Farm Investment Management CORP.
July 2022 - Present · 3 yrs 10 mos
State Farm Vp Management CORP.Broker
June 2022 - Present · 3 yrs 11 mos
Previous Registrations
Pruco Securities, LLC.Broker
September 2018 - April 2020 · 1 yr 7 mos
LPL Financial LLCBroker
April 2015 - September 2018 · 3 yrs 5 mos
Arvest Asset ManagementBroker
December 2009 - April 2015 · 5 yrs 4 mos
U.S. Bancorp Investments, INC.Broker
February 2008 - December 2009 · 1 yr 10 mos
Uvest Financial Services Group, INC.Broker
September 2006 - February 2008 · 1 yr 5 mos
Primevest Financial Services, INC.Broker
January 2006 - October 2006 · 9 mos
Crews & Associates, INC.Broker
October 2005 - November 2005 · 1 mo
Morgan Stanley Dw INC.Broker
August 2004 - September 2005 · 1 yr 1 mo
A. G. Edwards & Sons, INC.Broker
November 2000 - September 2004 · 3 yrs 10 mos
Edward JonesBroker
August 1998 - December 2000 · 2 yrs 4 mos
State Registrations3 states
ARMOOK
AdvisorBrokerBoth

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.
Keith Hurst - Financial Advisor | TrueAdvisor