David Burrows is a registered investment advisor at Hudson Capital Advisory, INC., based in Greenwich, CT, with 22 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 165 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hudson Capital charges different fees for investment management based on whether you are considered a "Qualified Client" (having at least $1.1 million under management or a net worth of $2.2 million).
For Qualified Clients:
- 1% of your portfolio per year, plus 20% of net profits in the account, subject to a high-water mark (meaning you only pay on profits above previous losses).
For Non-Qualified Clients:
- Up to 2% of your portfolio per year.
Fees are billed monthly or quarterly, based on the value of your investments. Hudson Capital also manages three proprietary portfolio strategies with different fees: HCA Earnings Growth Portfolio (1.95%), HCA Healthcare Opportunities Portfolio (1.50%), and HCA Balanced Portfolio (1.00%). There is a minimum account size of $100,000 for portfolio management services.
Location
29 Hillside Drive, Greenwich, CT, 06830
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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 Activities
David serves as a co-trustee for a family trust with Fiduciary Trust Company. This activity is fiduciary in nature.
Employment History
Current Registrations
Hudson Capital Advisory, INC.
Hudson Advisor Services, INC.
Previous Registrations
Hudson Advisor Services, INC.
State Registrations1 state
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.