Hurley Financial Group offers wealth management services, including investment consulting and management, advanced planning (wealth protection, transfer, tax, charitable giving, education funding), and relationship management. They work with a network of financial experts and clients' other advisors. As of December 31, 2024, they managed $351 million.
Assets Under Management$350M
Clients480
Advisors4
Avg. per Client$730K
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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