InCred Wealth Inc. offers portfolio management and general consulting services. They work with clients to develop a financial outline and investment plan based on their financial circumstances, goals, and risk tolerance. InCred may manage accounts on a discretionary or non-discretionary basis. They also offer general consulting services on a limited, project-specific basis, such as cash flow considerations, estate planning coordination, and tax planning.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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