Tudor Financial manages investment portfolios and offers comprehensive financial planning for individuals, families, businesses, and retirement plans. The firm uses a research-driven approach to build diversified portfolios using no-load mutual funds, exchange-traded funds, and individual securities tailored to client risk profiles and goals. Tudor Financial specializes in several strategies, including a legacy growth stock strategy for larger portfolios and structured exchange-traded fund asset allocation models. In addition to investment management, the firm's credentialed professionals provide financial planning covering retirement, taxes, estate planning, and insurance. Tudor Financial emphasizes risk management through disciplined asset allocation and systematic rebalancing.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Legacy Individual Stock Strategies have separate lower rates: 0.75% for $500K-$5M and 0.60% for over $5M. Family account values may be aggregated. Fees are typically not reduced but may be negotiated in unusual circumstances.