Paul Davis
Paul Davis is a registered investment advisor at Hudson Value Partners, LLC, based in Palm Beach, FL, with 37 years of industry experience. Paul 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
2875 South Ocean Blvd., Suite 200-26, Palm Beach, FL, 33480
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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 →Other Business ActivitiesSells Insurance
Paul is a partner, owner, and Chief Investment Officer at Hudson Value Partners, dedicating nearly full-time hours to this role. He also manages the HVP Opportunities Fund, LP, spending minimal time on it, and works as an independent insurance agent, spending minimal time on it as well.
Employment History
Current Registrations
Hudson Value Partners, LLC
Previous Registrations
Private Client Services, LLCBroker
Oppenheimer & CO. INC.Broker
Oppenheimer & CO. INC.
Cibc World Markets CORP.Broker
Cibc World Markets CORP.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Mclaughlin, Piven, Vogel INC.Broker
State Registrations3 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.