EH
EH
Eric Hudson
19 Years of Experience
Melville, NY
2 DisclosuresBroker
Eric Hudson is a registered investment advisor at Wells Fargo Advisors, based in Melville, NY, with 19 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
68 S Service Rd Ste 200, [C1-Rbo], Melville, NY, 11747
Get directionsHistory
Regulatory History (2)
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Customer Dispute
June 2024Denied
Customer Dispute
November 2023Denied
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
December 2022 - Present · 3 yrs 5 mos
Wells Fargo Advisors
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Key Investment Services LLCBroker
February 2017 - December 2022 · 5 yrs 10 mos
Key Investment Services LLC
February 2017 - December 2022 · 5 yrs 10 mos
Ameriprise Financial Services, INC.
May 2015 - July 2016 · 1 yr 2 mos
Ameriprise Financial Services, INC.Broker
May 2015 - July 2016 · 1 yr 2 mos
Ameriprise Financial Services, INC.
April 2014 - May 2014 · 1 mo
Ameriprise Financial Services, INC.Broker
March 2014 - April 2014 · 1 mo
Citigroup Global Markets INC.
April 1999 - July 2007 · 8 yrs 3 mos
Citigroup Global Markets INC.Broker
January 1999 - July 2007 · 8 yrs 6 mos
State Registrations9 states
AZCTFLGANJNYRITXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.