Hurley Capital offers investment management services tailored to each client's needs, including asset management and general financial planning and consulting if requested. Hurley Capital primarily uses individual equity and debt securities, exchange-traded funds, options, and mutual funds to allocate client assets. They also provide general financial planning and consulting services regarding non-investment matters, but do not assist with the implementation of any financial plan, with the exception of managing a client’s investments and potentially obtaining insurance products.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The Registrant generally imposes a minimum portfolio size of $250,000 for investment management services. Registrant, in its sole discretion, may charge a lesser investment management fee and/or reduce or waive its minimum portfolio size based upon certain criteria.