Christopher Davis
Christopher Davis is a registered investment advisor at Hudson Value Partners, LLC, based in Palm Beach, FL, with 9 years of industry experience. Christopher 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, Tax Planning. Their firm serves 183 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Hudson Value Partners offers investment management through a wrap fee program. The annual fee is negotiable up to 1.25% of the assets in the program. This fee covers trade execution, custody, reporting, and investment management. The exact fee depends on the amount and type of assets in the program.
Location
2875 South Ocean Blvd., Suite 200-26, Palm Beach, FL, 33480
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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 ActivitiesSells Insurance
Christopher is an advisory board member for Whiterock AI, a data science startup, spending minimal time. He also helps oversee fund operations as a managing member of HVP Opportunities Fund Management LLC, dedicating a few hours per week, and is an independent insurance agent, spending minimal time.
Employment History
Current Registrations
Hudson Value Partners, LLC
Previous Registrations
Private Client Services, LLCBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
State Registrations3 states
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