Marcus Hudson
Marcus Hudson is a registered investment advisor at Creativeone Wealth, LLC, based in Traverse City, MI, with 16 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 7 more. Their firm serves 22,291 clients with $6.3B 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 | 2.25% |
Fees are negotiable and typically range between 0.25% and 2.25% annually. Some models may exceed 2.00% due to active management and internal holdings.
Fee Estimator
Location
3180 Racquet Club Dr, Ste A, Traverse City, MI, 49684
Get directionsHistory
Regulatory History (1)
Regulatory
November 2016Other Business ActivitiesSells Insurance
Marcus is the owner and executive partner of Hudson Agency, LLC, dba Hudson Wealth Management, where he sells various insurance products and Medicare supplements, dedicating about half of his time. He is also involved with Midwest Benefits Alliance and Hudson Financial Group, LLC, both related to insurance sales, and owns Marc Hudson Property Management, LLC, spending minimal time on it.
Employment History
Current Registrations
Creativeone Wealth, LLC
Previous Registrations
USA Financial Securities Corporation
USA Financial Securities CorporationBroker
Farmers Financial Solutions, LLCBroker
Securian Financial Services, INC.Broker
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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