Hurst Capital Management offers investment advisory services to individuals, trusts, charitable organizations, and pension/profit-sharing plans. For asset management clients, Hurst creates tailored portfolios of stocks, bonds, ETFs, and mutual funds, reviewed quarterly. They also provide retirement plan consulting to employer plan sponsors, managing plan assets on a discretionary basis.
Assets Under Management$89M
Clients78
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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