Timothy Hudson is a CFP-designated registered investment advisor at Savvy, based in Summerville, SC, with 20 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 4,613 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.90% |
Fees are negotiable and typically range between 0.30% and 1.90% per year based on account size and complexity. Net worth-based fees typically range between 0.10% and 0.40%.
Fee Estimator
Location
300 N Cedar Street, Suite A, Summerville, SC, 29483
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Regulatory History (1)
Customer Dispute
October 2008Other Business Activities
Timothy is a financial advisor at Voyage Financial Partners and Atlantic Coast Advisory Group, dedicating nearly full-time hours to these roles. He also serves as a court-appointed conservator, a board member for Dorchester Children’s Center, a member of Venture South Charleston, a finance committee member for the YMCA, and a financial coach for Wings for Widows.
Employment History
Current Registrations
Savvy
Previous Registrations
Creativeone Securities, LLC
Creativeone Securities, LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
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.
Exams
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