Spencer Ellis is a registered investment advisor at Hurley Investments, LLC, based in Provo, UT, with 4 years of industry experience. Spencer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56 clients with $30M 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 | 2.50% |
Fees are negotiable based on the needs of the client and the complexity of the situation. Pre-existing clients may have lower fees.
Fee Estimator
Location
43 West 300 North, Provo, UT, 84601
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Spencer has been an insurance agent since 2017, offering insurance products and services to clients and prospects. This activity is investment-related and takes up the majority of Spencer's time.
Employment History
Current Registrations
Hurley Investments, LLC
Previous Registrations
Townsquare Capital, LLC
State Registrations1 state
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.