Charles Goldblum is a CFA, CFP-designated registered investment advisor at Hurley Capital, LLC, based in New York, NY, with 21 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 187 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The Registrant generally imposes a minimum portfolio size of $250,000 for investment management services. Registrant, in its sole discretion, may charge a lesser investment management fee and/or reduce or waive its minimum portfolio size based upon certain criteria.
Fee Estimator
Location
299 Park Avenue, 21st Floor, New York, NY, 10171
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hurley Capital, LLC
State Registrations2 states
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