Hurlburt Financial (HF) offers investment management and financial planning services. For investment management, HF selects independent registered investment advisors (Sub-Advisors) to manage client accounts on a discretionary basis. HF works with clients to determine an appropriate investment strategy and monitors the Sub-Advisor's performance. HF also provides financial plans covering areas like family records, tax and cash flow, death and disability, retirement, and investments. HF also offers limited investment advice on specific topics.
Fee Structure
Hurlburt Financial uses sub-advisors to manage client investments. The total annual fee is a combination of the sub-advisor's fee and Hurlburt Financial's fee, calculated as a percentage of your portfolio. There are different fee schedules depending on the service:
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CPAlliancetm Investment Supervisory Services:
- Up to $3,000,000: 1.50%
- $3,000,001 - $5,000,000: 1.00%
- Over $5,000,000: 0.75%
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CPAlliancetm 401(k) Services:
- Up to $1,000,000,000: 1.00%
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CPAlliancetm 401(k) Pilot Services:
- Up to $3,000,000: 1.50%
- $3,000,001 - $5,000,000: 1.00%
- Over $5,000,000: 0.75%
All fees are subject to negotiation.