Kathleen Hurley is a registered investment advisor at Portland Global Advisors LLC, based in Portland, ME. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 291 clients with $1B 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 | 1.00% |
| $1M+ | 0.50% |
Management fee is negotiable at the discretion of PGA based on a combination of factors.
Fee Estimator
Location
217 Commercial St, Suite 400, Portland, ME, 04101
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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
Kathleen provides bookkeeping services as a sole proprietor from her home. This activity is not investment-related and takes a few hours per week.
Employment History
Current Registrations
Portland Global Advisors LLC
State Registrations2 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.