Sara Hudson is a registered investment advisor at Fairport Advisors, INC., based in Scottsdale, AZ, with 17 years of industry experience. Their practice areas include Business Owners, Investment Management. Their firm serves 62 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $2.0M | 1.70% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fee is negotiable for $10,000,000 Plus
Fee Estimator
Location
9141 E. Hidden Spur Trail, Scottsdale, AZ, 85255
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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
Sara is involved in development and fundraising for a charity, dedicating about half her time to this non-securities related activity. She also spends minimal time working with Fairport Advisors, Inc., a registered investment advisor.
Employment History
Current Registrations
Fairport Advisors, INC.
Fairport Capital, INC.Broker
Fairport Capital, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Bny Investment Center INC.Broker
State Registrations2 states
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