Hurst Wealth Advisors provides financial and retirement planning and investment management. Services include determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Hurst Wealth is a fee-only firm and does not sell commissioned products.
Assets Under Management$39M
Clients122
Advisors1
Avg. per Client$320K
Avg. per Advisor$39M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 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 are negotiable under special circumstances. Principals and employees are generally not charged fees on their accounts or those of immediate family members.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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