Keith Marshall
Keith Marshall is a CFP-designated registered investment advisor at Hurley Financial Group, INC., based in Corvallis, OR, with 10 years of industry experience. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 480 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.60% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
HFG also charges a platform fee of 0.10% per year for trading and reporting services. Fees are subject to negotiation.
Fee Estimator
Location
111 SW 4th Street, Corvallis, OR, 97333
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2024Other Business ActivitiesSells Insurance
Keith works under Hurley Financial Group, dedicating about a quarter of his time. He is also an independent representative with various insurance carriers for fixed insurance business, a board member of OnBelay Ministries Inc, receives rental income, is involved with Marshall Family Investments Inc, and is a notary public.
Employment History
Current Registrations
Hurley Financial Group, INC.
Geneos Wealth Management, INC.Broker
State Registrations20 states
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