Hurlburt Financial provides investment management and personal financial counseling services to individuals, trusts, estates, and businesses. Hurlburt Financial builds customized investment strategies and partners with independent registered investment advisors to handle day-to-day trading and portfolio execution. In addition to investment oversight, Hurlburt Financial offers comprehensive financial planning covering budgeting, tax strategies, retirement planning, insurance analysis, and estate planning. Hurlburt Financial operates alongside an affiliated certified public accounting firm, allowing clients to combine tax and accounting services with their financial planning and investment management.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable and split between Hurlburt Financial and a sub-advisor. Firm also offers specialized 401(k) services.