Toyken Yee is a CFP-designated registered investment advisor at Hudson Portfolio Management LLC, based in Garrison, NY, with 18 years of industry experience. Toyken 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, Po Box 344, Garrison, NY, 10524
Get directionsHistory
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
Toyken works as a financial advisor at Hudson Financial Group, Inc. since 2002, providing services such as tax preparation. This takes about half of Toyken's time.
Employment History
Current Registrations
Hudson Portfolio Management LLC
State Registrations2 states
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.