Todd Hurlbut is a registered investment advisor at Incline Investment Advisors, LLC, based in Incline Village, NV, with 25 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 97 clients with $95M 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 $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fee schedule is for assets not included in a specific strategy. Strategy-specific fees vary. Incline Investment Advisors may also recommend, through its affiliated company, IIM, investment strategies or Funds that may utilize performance fees.
Fee Estimator
Location
920 Incline Way, Suite 2D, Incline Village, NV, 89451-7429
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Todd is the Chief Investment Officer and Portfolio Manager at Incline Investment Management, a hedge fund, dedicating minimal time. He is also the Chief Investment Officer at NewArc Investments, Inc., spending about 10-20% of his time, and an IAR since 2021. Todd also spends about half his time at Incline Investment Advisors, LLC, an RIA.
Employment History
Current Registrations
Incline Investment Advisors, LLC
Incline Investment Management, LLC
Previous Registrations
Newarc Investments, INC.
Portsmouth Financial ServicesBroker
Portsmouth Financial Services
Bradley & Company, LLC
Everett Capital Management, LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Sands Brothers & CO., LTD.Broker
State Registrations4 states
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.