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Silas Hudson

18 Years of Experience
Westlake, TX
1 DisclosureBroker

Silas Hudson is a registered investment advisor at Charles Schwab & CO., INC., based in Westlake, TX, with 18 years of industry experience. Silas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.

Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.80%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.30%
$25M+0.30%

Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3000 Schwab Way, Westlake, TX, 76262

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History

Regulatory History (1)
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Criminal
May 1990
Final Disposition
Other Business Activities

Silas buys and sells a few investment properties per year since 2020. This activity takes about 10-20% of his time and is not investment related.

Employment History
Current Registrations
Charles Schwab & CO., INC.
May 2020 - Present · 6 yrs
Charles Schwab & CO., INC.
May 2020 - Present · 6 yrs
Charles Schwab & CO., INC.Broker
May 2020 - Present · 6 yrs
Previous Registrations
USAA Investment Management Company
August 2019 - May 2020 · 9 mos
USAA Financial Advisors, INC.Broker
September 2016 - May 2020 · 3 yrs 8 mos
Wells Fargo Advisors, LLCBroker
June 2007 - August 2016 · 9 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.