Marianne Witte is a registered investment advisor at Hudson Value Partners, LLC, based in Park City, UT, with 35 years of industry experience. Marianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 183 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hudson Value Partners offers investment management through a wrap fee program. The annual fee is negotiable up to 1.25% of the assets in the program. This fee covers trade execution, custody, reporting, and investment management. The exact fee depends on the amount and type of assets in the program.
Location
Park City, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hudson Value Partners, LLC
Previous Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Quasar Distributors, LLCBroker
Fam Distributors, INC.Broker
Paine, Webber, Jackson & Curtis INC.Broker
Paine Webber Mitchell Hutchins INC.Broker
State Registrations1 state
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