Hudson Portfolio Management (HPM) is a fee-only registered investment advisor. HPM manages client portfolios and provides investment advice to individuals, families, trusts, estates, small businesses, and charitable organizations. HPM structures portfolios based on client needs, risk tolerance, and liquidity needs. HPM does not sell products or services other than portfolio management and related investment advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.88% |
| $10.0M - $20.0M | 0.85% |
| $20M+ | 0.80% |
The standard fee is for Individual Security Portfolios. Fund Portfolios are charged 0.75% and Liquidity Portfolios are charged 0.50%. Clients with portfolios of over $5,000,000 may be entitled to a reduction in the fee rate. The reduction is 0.125% per year on the amount that exceeds $5,000,000, 0.15% per year on the amount that exceeds $10,000,000 and 0.20% on the amount that exceeds $20,000,000.