Hurwitz Associates is a registered investment advisor in Texas, offering investment management services tailored to each client's unique needs and circumstances. The firm considers clients' other assets, investment preferences, and risk tolerance when creating portfolios. Hurwitz Associates does not hold client funds or securities; these are held by an independent third-party custodian.
Assets Under Management$59M
Clients106
Advisors5
Avg. per Client$560K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.5M | 2.00% |
| $1.5M - $2.5M | 1.50% |
| $2.5M+ | 1.25% |
Fees are generally negotiable and may be tailored to meet client requirements.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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