Paul Hurley is a registered investment advisor at Arbor Capital Management INC, based in Anchorage, AK, with 16 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 476 clients with $350M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
476 clients
Average Client Portfolio
$731K average
Assets Under Management
$348.1M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.85%

Fees are for traditional securities. Fees for digital securities are 1% of assets under management. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

510 L Street, Ste 550, Anchorage, AK, 99501

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Arbor Capital Management INC
September 2022 - Present · 3 yrs 7 mos
Previous Registrations
Cuso Financial Services, L.P.
April 2021 - September 2022 · 1 yr 5 mos
Cuso Financial Services, L.P.Broker
April 2021 - September 2022 · 1 yr 5 mos
Charles Schwab & CO., INC.
August 2012 - April 2021 · 8 yrs 8 mos
Charles Schwab & CO., INC.Broker
August 2012 - April 2021 · 8 yrs 8 mos
Gwfs Equities, INC.Broker
October 2010 - August 2012 · 1 yr 10 mos
Wells Fargo Investments, LLC
May 2009 - October 2010 · 1 yr 5 mos
Wells Fargo Investments, LLCBroker
March 2009 - October 2010 · 1 yr 7 mos
State Registrations1 state
AK
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.