Stevens Sheppard
Stevens Sheppard is a registered investment advisor at Hudson Edge Investment Partners, INC., based in Jersey City, NJ, with 13 years of industry experience. Stevens operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 76 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hudson Edge charges a percentage of the value of your investments each year. The specific percentage depends on the investment strategy used. All fees are negotiable. Here are the maximum annual fees for each strategy:
- Large Cap Value: 0.50%
- Mid Cap Value: 0.32%
- Small Cap: 0.80%
- Fixed Income Core: 0.45%
- Intermediate Fixed Income: 0.40%
- Short-Term Fixed Income: 0.30%
- International Equity: 0.90%
- Global Equity: 0.75%
- Balanced: 0.75%
- Core Plus Fixed Income: 0.45%
Location
Newport Tower, 525 Washington Boulevard, Jersey City, NJ, 07310
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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
Hudson Edge Investment Partners, INC.
State Registrations1 state
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