Tudor Financial offers investment management services with strategies ranging from conservative income to aggressive growth, using mutual funds, individual securities, bonds, and exchange-traded funds. They also provide financial planning services on an hourly or one-time basis, covering investment advice, estate planning, tax planning, and insurance review. Tudor Financial also offers educational seminars and newsletters.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Investment management fees for the Legacy Individual Stock Strategies are: $500,000 – 5,000,000: .75% of entire balance; Greater than $5,000,000: .60% of entire balance. At our discretion, we may combine the account values of family members living in the same household. Multiple portfolios aggregated by family members living in the same household could provide an incremental fee benefit.