Joshua Yoder is a registered investment advisor at Hudock Capital Group, based in Williamsport, PA, with 3 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more. Their firm serves 921 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Hudock Capital Group provides asset management services primarily through a wrap fee program, combining investment management and transaction costs into a single bundled fee. Portfolio management fees are detailed in a separate wrap fee program brochure, and the firm generally requires a minimum investment of $1,000,000 to open and maintain an advisory account, though this minimum may be waived at their discretion.
Location
400 Market Street, Suite 200, Williamsport, PA, 17701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Hudock Capital Group
State Registrations2 states
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