Kevin Hurley is a registered investment advisor at Hurley Investments, LLC, based in Provo, UT, with 16 years of industry experience. Kevin 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
Kevin has been an insurance agent since 2009, offering insurance products and services to clients and prospects. This activity is investment-related.
Employment History
Current Registrations
Hurley Investments, LLC
Previous Registrations
Hurley Investments, LLC
J P Turner & Company Capital Management, LLC
Hurley Investments, LLC
State Registrations4 states
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.