Hurlow Wealth Management Group, Inc. offers comprehensive portfolio management, standalone financial planning and consulting, legacy asset management, and retirement plan consulting to individuals, families, businesses, and trusts. Founded in 2002 and registered as an investment advisor since 2016, Hurlow Wealth Management Group operates as a registered investment advisor with offices in Indiana. The firm uses fundamental and technical analysis, along with long-term and short-term purchase strategies, to build customized portfolios consisting of stocks, bonds, exchange-traded funds, mutual funds, and other securities. Hurlow Wealth Management Group emphasizes a service-oriented approach, getting to know clients' financial situations, goals, and risk tolerances to create tailored investment and financial plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.20% |
Fees are negotiable. Fees are assessed on all assets held in client accounts including cash and cash equivalents.
