Joshua Hurd is a CFP-designated registered investment advisor at Sightline Wealth, based in Sacramento, CA, with 24 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 103 clients with $56M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $6.0M | 0.70% |
| $6M+ | 0.65% |
Fees are negotiable. Household accounts may be aggregated. If an outside manager is used, the combined fee will not exceed 2%.
Fee Estimator
Location
Sacramento, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
February 2019Other Business Activities
Joshua is the 100% owner of Sightline Wealth, a DBA used for marketing purposes, dedicating nearly full-time hours to it. He also volunteers on the Finance Committee for the Sacramento Waldorf School Board of Trustees, spending minimal time on this activity.
Employment History
Current Registrations
Sightline Wealth
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.Broker
State Registrations1 state
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
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