TrueAdvisor
TrueAdvisor
MO
MO

Michael O'rourke

Hunter Street Investment Advisors LLC
7 Years of Experience
Apex, NC
Sells Insurance
View SEC Summary
View SEC Summary

Michael O'rourke is a registered investment advisor at Hunter Street Investment Advisors LLC, based in Apex, NC, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 352 clients with $170M in assets under management.

Hunter Street Investment Advisors LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
352 clients
Average Client Portfolio
$473K average
Assets Under Management
$166.4M

Fee Structure

Minimum Investment:$130K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.40%
$250K - $500K1.30%
$500K - $1.0M1.20%
$1.0M - $2.5M1.10%
$2.5M - $5.0M1.00%
$5M+0.90%

SIMPLE Employer IRAs are charged 1.00%. 401(k) plans and endowment funds held with Hunter Street are charged 0.65%. Financial planning is included at no extra cost for accounts with $125,000 or more.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

56 Hunter Street, Suite 210, Apex, NC, 27502

Get directions

History

Regulatory History
Clean regulatory record

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

Michael is involved in insurance brokering with outside carriers since 2018, dedicating minimal time to it. He also serves as an estate executor, volunteering a few hours per week.

Employment History
Current Registrations
Hunter Street Investment Advisors LLC
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
Nylife Securities LLCBroker
September 2019 - August 2021 · 1 yr 11 mos
State Registrations2 states
ILNC
Advisor

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.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Apex, NC →All financial advisors in North Carolina →