JD
JD

Jennifer Degraffenried

10 Years of Experience
Bedford, NH

Jennifer Degraffenried is a registered investment advisor at Hurst & Degraffenried Wealth Management, LLC, based in Bedford, NH, with 10 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 15 clients with $18M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
15 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$17.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable.

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

360 Route 101, Bedford, NH, 03110

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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
Hurst & Degraffenried Wealth Management, LLC
June 2015 - Present · 10 yrs 11 mos
State Registrations1 state
NH
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.
Jennifer Degraffenried - Financial Advisor | TrueAdvisor