Daniel Thom is a registered investment advisor at Hurley Financial Group, INC., based in Corvallis, OR, with 2 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
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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.
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Daniel works as a registered assistant for Hurley Financial Group, dedicating nearly full-time hours. He also engages in furniture flipping, notary public services, catering staff work at Willabys Catering, and bartending at Green Villa.
Employment History
Current Registrations
Hurley Financial Group, INC.
Geneos Wealth Management, INC.Broker
State Registrations9 states
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