Hurlow Wealth Management Group provides investment advice and asset management services. They offer comprehensive portfolio management, financial planning, and consulting. Hurlow also provides retirement plan consulting to employer plan sponsors. As a fiduciary, Hurlow is legally required to act in the client's best interest.
Assets Under Management$660M
Clients497
Advisors10
Avg. per Client$1.3M
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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