Byron Stinson is a registered investment advisor at Hudson Portfolio Management LLC, based in Garrison, NY, with 4 years of industry experience. Byron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 85 clients with $170M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.88% |
| $10.0M - $20.0M | 0.85% |
| $20M+ | 0.80% |
The standard fee is for Individual Security Portfolios. Fund Portfolios are charged 0.75% and Liquidity Portfolios are charged 0.50%. Clients with portfolios of over $5,000,000 may be entitled to a reduction in the fee rate. The reduction is 0.125% per year on the amount that exceeds $5,000,000, 0.15% per year on the amount that exceeds $10,000,000 and 0.20% on the amount that exceeds $20,000,000.
Fee Estimator
Location
27 Garrison'S Landing, Garrison, NY, 10524-0344
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Byron is the President of Hudson Financial Group, Inc. since 1986, providing financial advice and tax preparation services, taking about half of his time.
Employment History
Current Registrations
Hudson Portfolio Management LLC
State Registrations1 state
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