Jonathan Hurd is a registered investment advisor at Incred Wealth INC., based in New York, NY, with 25 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25M+ | 0.05% |
Fees are negotiable based on individual client circumstances.
Fee Estimator
Location
12 East 49th Street, Floor 11, New York, NY, 10017
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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 →Employment History
Current Registrations
Incred Wealth INC.
Icbc Standard Securities INC.
Icbc Standard Securities INC.Broker
Jm Financial Securities, INC.
Jm Financial Securities, INC.Broker
Previous Registrations
Yorkville Securities, LLCBroker
Remsenburg Securities, LLCBroker
Exemplar Capital, LLCBroker
Usrem Securities LLCBroker
Family Investors CompanyBroker
Rmb Securities (USA) INC.Broker
Family Investors CompanyBroker
Standard New York, INC.Broker
Brg Capstone Capital AdvisorsBroker
Iq Capital (USA) LLCBroker
Situs Capital Management LLCBroker
Forbes Private Capital GroupBroker
Capital Asset Advisors, INC.Broker
Swedbank Securities US, LLCBroker
A.B. Watley Direct, INC.Broker
Meredith Whitney Securities, LLCBroker
Verition Securities LLCBroker
Xzerta Trading, LLCBroker
Auriga USA, LLCBroker
Stonecastle Securities, LLCBroker
Jefferson National Securities CorporationBroker
Terwin Capital, LLCBroker
Nfb Investment Services CORP.Broker
Greenpoint Securities LLCBroker
Essex National Securities, INC.
Essex National Securities, INC.Broker
Joseph Gunnar & CO. LLCBroker
State Registrations2 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.