Hurst Wealth Advisors, P.C. is a registered investment advisor founded in 1999 and owned by Robert W. Hurst, Jr. The firm provides wealth management services, including ongoing investment management, retirement planning, tax planning, estate planning, and cash flow management. Hurst Wealth Advisors focuses on creating customized portfolios using globally diversified, low-cost institutional mutual funds, specifically utilizing strategies rooted in Modern Portfolio Theory and academic research from Dimensional Fund Advisors. The firm operates as a fiduciary, legally required to act in clients' best interests, and does not sell commissioned products or accept referral fees. In addition to individual wealth management, Hurst Wealth Advisors serves retirement plans, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees and client minimums are negotiable under special circumstances. Employees and immediate family members are generally not charged fees.