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Scott Hudson

18 Years of Experience
Boca Raton, FL

Scott Hudson is a registered investment advisor at S.H. Capital Management CORP., based in Boca Raton, FL, with 18 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 92 clients with $55M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
92 clients
Average Client Portfolio
$596K average
Assets Under Management
$54.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1000K1.00%
$1M+0.75%

Fees are negotiable. Clients may find lower fees elsewhere for comparable services.

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

301 Yamato Road , Suite 4110, Boca Raton, FL, 33431

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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
S.H. Capital Management CORP.
December 2007 - Present · 18 yrs 5 mos
State Registrations4 states
CAFLNYTX
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.
Scott Hudson - Financial Advisor | TrueAdvisor