How does the advisor help clients – Key Takeaways:
Hurley Investments, LLC is a trusted financial expert that provides comprehensive financial planning and investment management services to their clients. They specialize in helping individuals and organizations achieve their financial goals through personalized and strategic advice. Their team of knowledgeable advisors utilize their expertise and experience to guide their clients towards financial success.
Facts and Insights
Founded in 2005, Hurley Investments, LLC has over 15 years of experience in the financial industry. They have a very successful track record, with a high client retention rate and a growing portfolio of assets under management. Their team is highly qualified and continuously stays up-to-date with the latest market trends and strategies in order to provide their clients with the best possible advice.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 15+ | 15 years |
Financial Services Offered
The advisors at Hurley Investments, LLC offer a wide range of financial services to their clients. Their services include financial planning, investment management, risk management, retirement planning, estate planning, tax planning, and more. Each service is tailored to meet the unique needs and goals of their clients, ensuring the best possible outcome.
Client Types
Hurley Investments, LLC serves a diverse range of clients, including individuals, families, businesses, and non-profit organizations. They understand that each client has their own financial goals and needs, and they work closely with each client to develop a personalized financial plan that aligns with their objectives.
Fees & Compensation
Hurley Investments, LLC operates on a fee-only basis, meaning they are not compensated by commission or sales. This ensures that their advisors have no conflict of interest when providing financial advice to their clients. Their fees are transparent and based on a percentage of the assets under management, allowing their clients to have a clear understanding of the cost of their services.
Background
Hurley Investments, LLC was founded by Mr. John Hurley, a highly experienced and reputable financial expert with over 25 years of experience in the industry. He is a trusted advisor to many individuals, businesses, and organizations, and is known for his ethical and client-centered approach to financial planning. He holds multiple certifications and is a member of several prestigious financial organizations.
Financial Advisor Disclosures to Know
As a registered investment advisor, Hurley Investments, LLC adheres to the highest standards of ethical conduct and fiduciary responsibility. They are required to disclose any potential conflicts of interest to their clients and act in their best interests at all times. They also have a clear and thorough process in place for managing and disclosing any potential conflicts of interest that may arise.