Hurley Investments provides portfolio management services, primarily on a discretionary basis, using a specialized investing program focused on long-term stock holdings and options strategies like the "Collar Trade" to manage risk and generate cash flow. They tailor recommendations to client's financial condition and risk tolerance, and monitor accounts daily. Clients have access to their accounts 24/7.
Assets Under Management$30M
Clients56
Advisors5
Avg. per Client$540K
Avg. per Advisor$6.1M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable based on the needs of the client and the complexity of the situation. Pre-existing clients may have lower fees.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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