How does the advisor help clients – Key Takeaways:
Hurst Capital Management is a leading financial management firm that strives to help clients achieve their financial goals and secure their futures. With a team of highly experienced and knowledgeable advisors, they provide personalized and comprehensive financial services to individuals, families, and businesses.
Facts and Insights
Hurst Capital Management has been in the business for over 20 years and has a reputation for delivering exceptional results for their clients. The firm has managed to build a strong client base due to their commitment to providing top-tier financial management services. Their approach to investing is grounded in thorough research and carefully crafted strategies to meet the unique needs and objectives of each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
Hurst Capital Management offers a wide range of financial services to cater to the diverse needs of their clients. The services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
- Wealth Management
Client Types
Hurst Capital Management works with a variety of clients, including individuals, families, and businesses. Their services are tailored to meet the unique needs and objectives of each client, regardless of their financial situation. From young professionals to high net worth individuals, the firm has the expertise and knowledge to help clients at every stage of their financial journey.
Fees & Compensation
Hurst Capital Management believes in transparency and has a fee-only compensation structure. This means that their advisors are not paid commissions or incentives for recommending specific products or services. Instead, they charge a flat fee or a percentage of assets under management, depending on the service provided. This fee-only approach ensures that their clients’ best interests are always the top priority.
Background
Hurst Capital Management was founded by John Hurst, a highly accredited and experienced financial advisor. With over 30 years of experience in the industry, John has built a team of skilled and dedicated advisors who are committed to helping clients achieve their financial goals. The firm is also a member of several prestigious financial organizations, including the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know
When choosing a financial advisor, it’s crucial to be aware of any disclosures or conflicts of interest. Hurst Capital Management has a clean record with no disclosures or disciplinary actions, showcasing their commitment to ethical and transparent practices. They also provide a detailed disclosure brochure to all clients, giving them a clear understanding of their services, fees, and potential conflicts of interest.
In conclusion, Hurst Capital Management is a reputable and trustworthy financial management firm that puts their clients’ best interests first. With their expertise, personalized approach, and commitment to transparency, they have helped countless clients achieve their financial goals and secure their futures.