Hudson Financial Advisors is a registered investment advisor based in Streetsboro, Ohio, providing personalized wealth management and consulting services since 1996. The firm offers comprehensive services through programs such as The Financial Masterpiece Program, asset allocation services, managed accounts through partner programs, and portfolio management. Hudson Financial Advisors focuses on building customized investment portfolios primarily utilizing no-load mutual funds and exchange-traded funds, including funds managed by Dimensional Fund Advisors. Their wealth management process addresses retirement planning, tax mitigation, wealth transfer, wealth protection, and charitable giving. The firm serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.60% |
| $1.5M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees for managed accounts may be negotiated. Family member accounts living in the same household may be combined to determine the applicable fee tier.