Joseph Hurley is a CFP-designated registered investment advisor at Green Wing Financial Solutions LLC, based in Atlanta, GA, with 10 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2 clients with $730K 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 | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable. Green Wing also offers combined investment management and ongoing comprehensive financial planning services for a base monthly fee of $255 plus a percentage of assets under management: 0.50% for accounts valued $0-$5,000,000 and 0.25% for accounts valued $5,000,001 and above.
Fee Estimator
Location
3500 Lenox Road, Suite 820, Atlanta, GA, 30326
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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 Activities
Joseph is the Vice President at Chi-Rho Financial LLC, where he works with the internal IR team, communicates with clients, and sits on the investment committee. This activity takes about half of Joseph's time.
Employment History
Current Registrations
Green Wing Financial Solutions LLC
Chi-Rho Financial, LLC
State Registrations1 state
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